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To: Kal who wrote (697)	5/18/1999 1:40:00 PM
From: Sun Tzu	Respond to of 10714

I have my hands full for now. But you can follow my example to do the analysis yourself. The only tricky part is finding an established comparable business. My guess is that you can build a composite AOL by mixing Disney, the telecom sector (and not just WCOM) and perhaps the advertising sector together (say 0.5DIS + 0.35GTE + 0.15*OMC). You can then build long term estimates and valuations based on the composite. From then on it is a simple matter to replace AMZN with AOL and WMT with your composite sketch in my post to get the numbers. regards, ST