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

To: Technician who wrote (14754)	5/4/1999 11:53:00 PM
From: Tom Tallant	Read Replies (1) \| Respond to of 41369

Technician, Look...We all know you are just doing all this gloom and doom stuff out of the kindness of your heart. I mean...you wouldn't want any of us to loose money and that is why you are so vehement about getting out...right? Well...I may have been born at night...but it wasn't last night. Sounds like it's buying time again. Regards, Tom

To: Technician who wrote (14754)	5/5/1999 1:55:00 AM
From: Fred B.	Read Replies (2) \| Respond to of 41369

Technician, Good luck but I doubt that you will get any results by screaming SEEEEEEELL,GET OUUUUUUUUUT tomorrow on SI board. Try YHOO board , someone might buy it there!! To the thread: Folks, to understand what is going on in the internet sector in general and AOL in particular, please take some time and study the price movements of the internets and DOT during the time periods immediately prior and after earnings announcements in previous quarters. This happens every quarter. They run up prior to the reports and correct immediately after. Lately, the corrections are a lot more severe because the runups are a lot more severe. Now, are there stocks in the sector that are greatly overvalued?? Absolutely, about %90 of them. But the blue chips( Those that have already laid claim to the valuable real estate in the cyberspace) will always bounce back stronger than before. The internet economy is quite real and growing at a meteoric rate. The problem with a lot of these companies is that they have no chance of ever making money off of it. AOL is not one of them . AOL's most valuable asset is 17 million subscribers( increasing at its fastest rate in AOL history) That is 17 million households full of consumers providing AOL their buying habits via their user data. This asset will eventually dwarf , by a substantial margin, the subscription revenue. With regards to broadband, I bet anyone on this board that 6 month from now, we will look back and decide that AOL's smartest move this year was to decide against the media one deal. Folks, right now, there are 475000 homes that have cable access to the internet. That is it 475000!!! and AOL has 17 million subscribers!! Is broadband part of the future?? Absolutely and the most important part. But that is still way in the future. AOL will come up with the right strategy to provide broadband without throwing millions of its shares at a cable company.Every year that passes AOL gains more subscribers and more loyalty from its current subscribers. That,and providing "AOL everywhere" (Which I think we will have some revelations on this front soon) should be the priority now. AOL's take- over of netscape and its alliance with SUN showed that Case is a master of doing take-overs in a way that would maximize value to AOL shareholders, i.e. taking those assets that benefit AOL and laying off parts that have no benefit for AOL. Media one was not such deal. Just do your own research and invest in a company that you believe its management can execute. For God's sake, don't buy or sell a stock because some unknown guy with an unknown agenda on a bulletin board screams "GEEEEEEET OUT' or "BUUUUUUUUUY"!! Fred