Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: ChinuSFO who wrote (18035)	5/22/1999 10:28:00 AM
From: SmartPortfolio	Respond to of 41369

AOL should have been in this deal: The HLTH and WebMD deal included some pretty big investors - smartportfolio.com - I guess AOL was left out, but the will probably include the content anyway in a cobranding deal.

To: ChinuSFO who wrote (18035)	5/22/1999 12:26:00 PM
From: George Martin	Read Replies (1) \| Respond to of 41369

Chinmoy Roy - Thanks for great link to Raging Bull post on AOL's strengths, prospects: ragingbull.com It's well worth including the post here, IMO. Suggest you post it about once per day for the next week as a good reminder of LT view ! By: NOMADNUS Reply To: None Saturday, 22 May 1999 at 7:03 AM EDT Post # of 25116 Reasons AOL A STRONG BUY 1.) Cable broadband perception has shifted with perception of potential roll out problems. US West just lowered pricing on ADSL and increasing roll out plans. Plus, how many businesses actually have cable in their offices? How many rooms in the house have cable vs telephones. Finally, Cable needs new installed fiber based lines .....ADSL uses existing copper lines..... 2.) Bollingers and 7 Day RSI show a breakout soon and an oversold condition on AOL.... I expect after Friday's option expiration, there will be some upwards movement. CAsh Flow into AOL has still been good. 3.) AOL E-commerce and AOL TV has been great news. Following such, AOL plans for Cable TV Boxes is amazing.... it will feature Instant Messaging as well as concurrent web browsing.... here's a kicker...how will msft? how will ATHM use Instant Messaging service? AOL owns ICQ which is by far the largest Instant Messaging service.... without IM's ...well....seeya..... 4.) Every analyst in the world reiterates buy on aol at these prices... normally i dont give much credence to analysts but.....they all cant be wrong.... Even PEter Lynch came out and said he believes AOL will be the largest brand name in the coming future. 5.) AOL is not an ISP only....It will move into web based messaging and emails into phones, appliances (e.g. refrigerator telling ya you need milk and sending it to PPOD?) , automobiles (mapquest?), AOL TV...actually television programming, the move for the internet to off PC based platforms is a real revolution... a revolution that MSFT wont have a dominant monopoly over and the true monopoly can easily be the AOL/SUNW/NSCP alliance. 6.) Earnings coming into play in several weeks....still i believe AOL will sign an USWEST ADSL agreement very soon. USWEST recently been very aggressive on ADSL and I believe will team up with AOL. AOL has Direct TV for satellite broadband . If AOL signs several potential carriers of broadband....It will force cable to sign with aol only.. or risk ADSL completely overtaking them....THIS IS THE RISK ATHM has to face with cable vs ADSL.. cable is not the clearly superior product...in my book ADSL is better and I have always maintained that...besides, cable sucks cuz they charge too much and if i move to a more rural area, i would definitely start looking into direct tv and others especially since they will be offering digital service and local television programming now. 7.)AOL International....AOL will change to free isp or severely discounted isp service in both germany and UK....I think AOL content is so much more superior and after this change, they will start increasing subscriber bases...Germany and UK are vitally important to AOL's Global strategy... 8.) finally...the wishy washy individual investor should mostly been sold out of aol and upon a breakout over 140-145...i think they will all begin to buy back in.....the final lemming factor for the complete aol retest of its old highs....I think this will happen in next 6 weeks..... (Voluntary Disclosure: Position- Long; ST Rating- Strong Buy; LT Rating- Strong Buy)