Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : America On-Line (AOL) -- Ignore unavailable to you. Want to Upgrade?

To: Andreas who wrote (11145)	4/17/1999 5:08:00 PM
From: tang	Respond to of 41369

Andreas: < My gut however tells me that we're looking at five years plus down the road before aol even begins to hint at a slowdown of growth.> Your gut feeling qualifies you an AOL long, so stop worrying AOL's short term price. Indecision will in turn move you hand to that <fatal> mouse click and yields regrets!

To: Andreas who wrote (11145)	4/18/1999 9:43:00 AM
From: Hobie1Kenobe	Respond to of 41369

Andreas, I appreciate your concern and questions regarding slower growth. I agree that this is not likely to occur for sometime and began my own "rotation" last year from Dell to AOL. Unfortunately I was a little too greedy coming into the last Dell reporting period and failed to take some money off the table when Dan Niles pre-announced the $400 MM revenue shortfall from analyst expectations. Whether or not he developed this thru good analysis or had a mole inside Dell is another topic. Nevertheless slowing comparative growth numbers do signal a top in a stock and by paying close attention to these signals we can all optimize our investment decisions. Keep asking those ?'s and we can make this a better board. JF3