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

To: Vendit™ who wrote (16187)	5/10/1999 6:51:00 AM
From: sam	Read Replies (1) \| Respond to of 41369

Here's some things to ponder this morning. streetadvisor.com And, this morning, from Steve Harmon: Blue Chippers "Have been advised that AOL, Yahoo, eBay (long aol, yhoo) will be the "blue chip" net stocks of future. Your opinion please. So nice to get straight forward answers." Reply: People often forget that AOL (NYSE:AOL - news) commands the largest Web audience across five platforms: AOL Online, AOL.com, Netscape.com, ICQ and CompuServe. It is the largest ISP with 17 million subscribers on AOL and 2 million via CompuServe. AOL surpasses 50% Web audience reach. To me AOL represents the bellwether Internet stock. Yahoo (NASDAQ:YHOO - news) has similar leverage but not as diverse (no ISP dial up revenue). Arguably both AOL and Yahoo are two of the Web's best brands. eBay (NASDAQ:EBAY - news) , meanwhile, in my mind has the best business model I have seen using the Web--referrals for commissions. Basically eBay matches buyers and sellers and takes a cut without ever touching the goods, a very clean model with low overhead. The revenue growth is a key signal that each of their businesses is viral and each is a pioneer in its space, a very powerful position to be in. Defining rather than following.