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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (37731)	5/2/1999 6:49:00 PM
From: Steeny	Read Replies (2) \| Respond to of 120523

Hi Jenna, Just trying to understand this post. I am long AOL but worried. AOL looks capped short-term by the battle with T and most TA is mixed at best. Isn't AOL already valued more richly than the blue chips like MSFT? Projected p/e of about 300 vs 60? Even if we assumed the most generous growth of 50%, AOL's P/E would still dwarf MSFT. I am a bond-trader and have not really studied equities that closely, but is DLJ using P/E as it's paramater for valuation? Doesn't AOL already trade at a great premium to it's growth rate? If not, could you explain to me how AOL is undervalued compared to MSFT? Respectfully.

To: Jenna who wrote (37731)	5/2/1999 7:05:00 PM
From: jan m.	Read Replies (1) \| Respond to of 120523

VRIO--Saw this on the Yahoo thread, so can't guarantee the info is correct---Northpoint Communications IPO scheduled for tomorrow, May 3rd, symbol NPNT--this weeks Barrons published an analysts report on VRIO with strong buy, another competitor of NPNT opened for trading with their IPO, Rythms very strong on its first day of trading---this was all from the Yahoo poster.