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

To: billkirn who wrote (16019)	5/9/1999 12:51:00 AM
From: stock_bull69	Respond to of 41369

Are you auditioning for a spot on CNBC? I ask this because you sound just like the so called market guru's they have on their programs spreading their doom and gloom forecasts for the INETS including AOL due to "unrealistic P/E's". Meanwhile if you look at their portfolios they are lagging the market big time while some of us are well over 100% in the last year even with the latest tech correction. Sounds to me like a bit of jealousy don't you think? The smart money is with the solid companies with momentum. AOL just happens to be in a lull period and is ready to make it's move up. Steve

To: billkirn who wrote (16019)	5/9/1999 6:22:00 AM
From: sam	Respond to of 41369

I guess we disagree about the shrinking of any potential market. There are far too many variables to "right off" AOL's future business. Personally, I believe the commercial profit potentials are huge and the reason the stock price took off since December (besides due to index fund managers scrambling to get in), was because the Street just started to realize AOL's ecommerce potential. If AOL can grow earnings at 100% per year for the next few years, as many believe, then a high multiple is warranted. It's all really a new business. To think that all the commercial possibilities are known and being utilized imo is wrong. Indeed, I think that the Netscape browser offers AOL (and Microsoft for that matter) unique opportunities. Access into virtually every home. In addition, new deals for "contract" revs will be announced all the time. Those are very high margin revenues and cost AOL virtually nothing to generate. That said, Bill I have a lot of respect for you from the AGPH thread and I want you to realize this post is not meant as an insult. Indeed, you may be right. AOL may fall to the 40s. I just think there are better places to "bet" money on windfall losses.

To: billkirn who wrote (16019)	5/9/1999 10:39:00 AM
From: larry	Read Replies (2) \| Respond to of 41369

A simple question. T is about to roll out the cable modem service for a monthly charge of $40. And a second telephone adds another 4-6 bucks monthly. If that's the case, why the fxxx people want to pay 22 bucks plus month fee for a telephone line (about $40 monthly) while enjoying a 20 fold slower speed? AOL can do it via DSL, but that charges 50-60 bucks monthly. If AOL can not solve the broadband issue, its market share will definitely shrink dramatically in the future. Also, anyone using the free online service from those small local companies? I have dozens of friends who are quiting AOL and begin to use those free services... larry

To: billkirn who wrote (16019)	5/9/1999 10:54:00 AM
From: Pruguy	Read Replies (2) \| Respond to of 41369

Please give me the evidence to support a real loss of business....even the cable companies themselves don't anticipate better than 25% particcipation.....The marketis growing and AOL is currently available to about 100 of the country and they are working on 100% of the world...presently cable is available to about 10% of the country and has recieved a penetration rate of %2...this is not a threat to aol busioness model any more than mspg or elnk is..... The market will figure this out sooner rather than later and we will be loking at new highs on aol IMHO