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

To: LOGAN12 who wrote (14843)	5/5/1999 11:03:00 AM
From: Joe S Pack	Read Replies (1) \| Respond to of 41369

Yes, MSFT is buying into ATT to get their CE stuff used by ATT. It is a good move but need to see how it will come out in the end. It seems ATT was leaning on SUN's technology and MSFT found that paying a few billion dollar to get the business is not bad idea. But of ocurse it is up to ATT to decide whether it will be worth using windows CE on technical basis. -Nat

To: LOGAN12 who wrote (14843)	5/5/1999 11:03:00 AM
From: TraderC	Read Replies (2) \| Respond to of 41369

AOL's fair value is 62, for a PE of around 100. Its current PE ratio of 189 is unsustainable. The AT&T deal is really going to make people rethink AOL's long-term outlook.

To: LOGAN12 who wrote (14843)	5/5/1999 11:12:00 AM
From: Tunica Albuginea	Respond to of 41369

LOGAN12, MSFT will invest ~ 5 bill in AT&T, MSFT is interested in selling TV set top boxes. However various cable cos have refused to give MSFT ~ 1 year ago an exclusive on their their technology to prevent MSFT from forming another monopoly. So web TV is an open standard now. Foe everybody on this thread asking " we/AT&T now have a monopoly" in cable I can reassure that congress won't let that happen. If not congress certainly the marketplace. Cable is too important, and every Tom Dick and Harry will be in it, certainly the baby bells. Anyway cable is growing at a snail's pace. By then AOL will be miles ahead at superspeed. Leave it to Steve, TA TA