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: DOUG H who wrote (14041)	4/29/1999 4:18:00 PM
From: Steeny	Respond to of 41369

I agree. I think it is more of a broadening than a real rotation. Buy-side fund managers putting excess cash into cyclicals. Today, we are seeing a decoupling of some tech stocks from each other. All the companies you mentioned(I don't follow rnwk) are real quality with solid growth and all are profitable. I've never been a big fan of AMZN and the fact that it has traditionally traded hand in hand with AOL. I think AOL is 100X the quality of AMZN and the 2 should decouple. I love QCOM, the most undervalued of them all.