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

To: Vendit™ who wrote (12628)	4/24/1999 5:26:00 PM
From: Arik T.G.	Read Replies (1) \| Respond to of 41369

Vendit, 1. How can I tell when a stock is overvalued Traditional methods, If I think its cumulative earnings in the next ten years are not going to be even close to its current market cap, for example. 2. Is a P/E of 100 too high? Not if the company's earnings will increase 20 fold in ten years. 3. I agree AOL has better numbers then most of the inuts. You want sane valuation? Look at CHKP numbers. 4. A buy and hold strategy was extremely beneficial to AOL, YHOO, AMZN, etc. investors. Also for MSFT investors, also for index funds investors. So far. Same strategy was good from '44 till '68, but not that good from '68 to '82. ATG

To: Vendit™ who wrote (12628)	4/26/1999 2:18:00 PM
From: Robert Rose	Read Replies (1) \| Respond to of 41369

Hi Vendit: You have probably addressed this before (if so, just refer me), but are you at all concerned about how the issue of internet cable access impacts AOL's prospects long term? Personally, feel that a cloud now hangs over the stock for this reason, despite it's fabulous run and it's fabulous sales and earnings growth. Firmly believe that Mr. Case will have the wherewithal to resolve the issue somehow. Outbid for MediaOne?? Short-term, the lobbying efforts do not seem likely to succeed. TIA. Rob ps. In aol at 20, split adjusted. Tax consequences force me to buy and hold. Thank you Uncle Sam!