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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?

To: Barron Von Hymen who wrote (1521)	5/7/1999 3:25:00 PM
From: stockman_scott	Read Replies (2) \| Respond to of 4337

FYI ...The Race to High-Speed Internet Heightens... The Wall Street Journal today has an article on how AT&T's race to local phone service and high-speed delivery has now put pressure on ADSL rollout via AOL: <<WSJ, May 7, 1999 Fast Phone LInes May Help AOL Trump Cable TV by Thomas E. Weber and Stephanie N. Mehta America Online Inc., shut out of the bidding for cable operator MediaOne Group Inc., is now courting the Baby Bell telephone companies in a gambit to establish a nationwide broadband network without cable. The focus of the effort: digital-subscriber-line, or DSL, technology. Known as the "other" broadband system, DSL delivers high-speed Internet access over traditional copper telephone wires. Cable modems have attracted plenty of buzz for their abiliity to hook consumers up to the Web at speeds as great as 50 times standard modems. DSL, though saddled with a clumsy name, promises similar fast connections over reliable phone lines. Each of the regional Bell telephone companies has been developing DSL for its own territory, but AOL wouold like to forge agreements with all of the Bells and GTE Corp.- and potentially unify those effors under the AOL brand. "DSL is a fabulous technology" says Bob Pittman, president of AOL and a cable-television veteran. "And the consumer already thinks of the Internet as a telephone service". And given cable companies' poor service records, the phone may well trump the TV when it come to the Net.....>> The game is getting hot and I'm going to continue to bet on AWRE in a BIG way. Best Regards, Scott

To: Barron Von Hymen who wrote (1521)	5/9/1999 1:53:00 AM
From: American Spirit	Read Replies (2) \| Respond to of 4337

AOL could keep dropping here. Until it announces a competitive stragegy vs. ATT it is looking uncertain. Picking the bottom will make you money but I don't think we're there yet. ATHM might be a better bet short-term for an ISP. AMAZON is going to get hit even harder. At 10 x the market of cap of BKS and CDNW combined their leadership position is in jeopardy. Look for the undervalued not the overvalued. Also look at IPO backdoors and takeover plays. On DCTI I disagree with Steve. This stock is near its recent low and will pop soon coming up on their June 2 NetClearing announcements at the VISA conference. Their role in e-commerce may not yet be very visible but they are positioning themselves as the #1 payment processin service on the web and with e-banking growing they're in the catbird seat. Another I like is FATB with a ton of cash and a secure niche almost all their own. Down to pre-frenzy level now and a good buy.