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To: Kayaker who wrote (9352)	5/10/1999 5:17:00 PM
From: Frank A. Coluccio	Respond to of 29970

My caveat in the original message was that I would contact the author first. It was a bad idea, granted. From an unedited stream of consciousness ;-)

To: Kayaker who wrote (9352)	5/20/1999 3:40:00 PM
From: Kayaker	Respond to of 29970

The reason for our downlyness? "That was the primary concern, and [AOL] handled it pretty deftly," says Ulric Weil, senior technology analyst with Friedman Billings Ramsey. (Weil has a buy, his firm's highest rating, on AOL; FBR has not done underwriting for the company.) The main messages that Weil heard were that AOL's customers didn't want or need broadband cable access currently, and "it would be uneconomic for AOL right now to please their investors by investing in a cable operator at these outrageous valuations we're seeing." AOL's customers didn't want or need broadband cable access currently -- Ya right. outrageous valuations -- Pot calling the kettle black. fnews.yahoo.com

To: Kayaker who wrote (9352)	5/20/1999 3:48:00 PM
From: Kayaker	Read Replies (1) \| Respond to of 29970

Also.............. Mary Meeker, Internet analyst at Morgan Stanley, said America Online held its largest and most "positive analyst meeting ever." She said in a note to clients that AOL was "firing on all cylinders" and that "the best may be yet to come for AOL." Her comments, however, fell on deaf ears. America Online (AOL: news, msgs) fell 1/8 to 134 3/8. Bruce Smith, Internet analyst at Jefferies & Co., reiterated his "buy" rating and $175 price target, citing AOL's ability to capture the increasing amounts of advertising dollars shifting from television to the Net as "Internet usage is eating away at TV watching and, in tandem, the top 10 advertisers are spending, on average, 3.8 percent less on TV" ads. cbs.marketwatch.com