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: steve host who wrote (12578)	4/24/1999 9:28:00 AM
From: Lou D	Read Replies (1) \| Respond to of 41369

Steve: I believe that you should invest in both AOL and ATHM; however at the present time and at least for the next few years, AOL will outperform ATHM as it has been doing. techstocks.com ....LD

To: steve host who wrote (12578)	4/24/1999 9:37:00 AM
From: Mike Torrence	Read Replies (1) \| Respond to of 41369

Steve, I own both stocks and subscribe to both services. Each service has its advantages and both stocks have done phenomenally well. At this point in time with both companies trying to capture a market with a variety of approaches and technologies what you're betting on is the management of both companies. AOL's management is reputed to be top notch and never complacent. I have questioned the legislation strategy employed by Case to secure access to cable. I don't like getting the government involved and even if successful it will be years before there's resolution and by then we'll know the winners and the losers in this race. On the ATHM side, installation is way too labor intensive and the support service is second class. What would you expect from a monopoly? The speed, however, is out of this world. Don't think that Mr. Case and company are not obsessed with securing high speed access not just over 25% of this country (current coverage with Baby Bell deal) but over the entire world and they have a head start. I don't know if you've seen the PGA Tour commercials ("These guys are good.") but that pretty well describes AOL management. I know less about ATHM's management but was impressed with their CEO whom I've seen on CNBC a couple of times. I guess you can tell that I'm pleased to own both stocks and will watch carefully to see how all this plays out. Mike