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To: John Hauser who wrote (13149)4/27/1999 3:13:00 PM
From: tang  Read Replies (1) | Respond to of 41369
 
From Nordby.com today:



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Broker Reports
3:06 PM Eastern

AMERICA ONLINE

Date
Broker
Comment
4/27/99
Ladenburg Thalmann
reiterates buy, expect
strong Q3 EPS release of
$0.10 and revenue of $1B
4/27/99
Merrill Lynch
reiterates 1-1, reports
EPS after the close,
looking for $0.09, $0.10 or
$0.11 is possible
4/27/99
Prudential
reiterates strong buy,
single best idea, target
$212



To: John Hauser who wrote (13149)4/27/1999 3:59:00 PM
From: Tunica Albuginea  Read Replies (2) | Respond to of 41369
 
John Hauser, everybody will be selling on the web. COMPQ the largest co will soon too with a new CEO. They all will. That means that DELL no longer has the monopoly of being alone online. On the other hand AOL still has a monopoly as a portal and ISP because of size and experience in this. Computers furthermore are becoming commodities. Also SUNW will now be accessing networks through handheld devices with a new browser. Less need for desktops etc.
There will be room for everyone but the growth is in the No of eyeballs walking through and shopping in

A O L 'S G I A N T M A L L I N C Y B E R S PA C E,

TA