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


To: im a survivor who wrote (19472)6/1/1999 4:46:00 PM
From: Technician  Respond to of 41369
 
this tech analysis is free and invaluable, please continue.



To: im a survivor who wrote (19472)6/1/1999 4:49:00 PM
From: Bridge Player  Read Replies (3) | Respond to of 41369
 
<< I am not one of those folks that only wan't to hear the good...but I find analysis coming from folks like vendit,much more to my liking. >>

Yeah, Steeny, quit it, willya? Doncha know that TA is good when its bullish for AOL, otherwise worthless? Whaddya mean posting negative things on this thread? Go away and crawl back under your rock and don't come back unless you can say sumpin positive....:))))

BP.

P.S. KG4's post is the kind that just makes it impossible not to want to yank the cord on these AOL bulls.......



To: im a survivor who wrote (19472)6/1/1999 5:00:00 PM
From: Steeny  Read Replies (5) | Respond to of 41369
 
I have no agenda. I try to keep my posts as non-biased as possible whether I am long, short, or flat. Sorry I've been offending you for taking a more s/t view of AOL than you. To be honest, this transition AOL is going through makes me wishy-washy because it is not clear if it has changed permanently or if it is just a sidestep.

However, nobody forced you to read the posts, just as I don't read posts from people I find who are consistently wrong or unknowledgable.



To: im a survivor who wrote (19472)6/1/1999 5:05:00 PM
From: Jenne  Respond to of 41369
 
Spinner.com is cool... it also says its partners with mediaone...
spinner.com



To: im a survivor who wrote (19472)6/1/1999 5:10:00 PM
From: Boplicity  Respond to of 41369
 
hear hear or is here here what ever I agree... He should start his own thread...

Greg



To: im a survivor who wrote (19472)6/1/1999 5:38:00 PM
From: HECTOR RUBERT  Read Replies (4) | Respond to of 41369
 
KG4..and others....my take on AOL.........

Let me start by saying I hold 2,450 shares of AOL at $67. I like many holders wished I would have sold at $170 only to buy at these levels again. However, timing the market is very difficult so I decided to buy cheap and just hold.

I'm on Margin just like many of you. However, of all the Internet Stocks to hold on Margin who better than AOL.

AOL stock has the most support of the internet group. This company will continue to grow and find new income streams currently not on the analysts books.

As I understand. Analysts only estimate earnings based on the existing business model. Why I'm holding AOL is because their business model is in flux. Their recent partnerships and acquisitions will provide new revenues currently not available.

The PE is meaningless....since the business is changing as we speak. The traditional companies like GM can be measured using PE since their model is static. However, AOL's model is under evolution. Its started as an ISP provider however, its mission is far beyond that. Therefore measuring revenues or earnings as an ISP will prove wrong to those analysts.

There is a lot of uncertainty in the markets today. However, the internet without a doubt will lead industries around the world into the new "E" revolution. There is a lot of money sitting on the sidelines waiting for confirmation as to the markets direction. Don't be fooled by those value analysts saying how AOL, MSFT, and CSCO are all overvalued. Look at the performance of their funds. Every Value Analysts FUND has trailed the S&P consistently.

America Online will not be the same company you know of today. It will be an internet conglomerate of services to both consumers and businesses worldwide.

To give you all a little perspective. If AOL goes down below $100, can anyone tell me what would happen to all high PE stocks like EBAY,LCOS,YHOO,PCLN and AMZN?

Their stocks will go on a free fall....margin calls will be forced...online broker sites will melt-down.....investors will loose billions...many will file bankruptcy......consumer spending will slow to a crawl...businesses will incur millions of losses due to lack of sales...earnings will drop.....layoffs will follow......unemployment will rise to double digits...and this precious economy will be in the toilet......

This is a food chain folks. You can't hurt one without affecting the rest of the chain. AOL is the leader...and just like whales. If the leader is beached....everyone else will follow.

For me. I have vision. An the analysts are blind. But as fate will have it. I will still be here when they realize what an opportunity it would have been had they just bought cheap and held.

These are my thoughts.

Long AOL.

Hector




To: im a survivor who wrote (19472)6/1/1999 9:57:00 PM
From: Robert Rose  Read Replies (1) | Respond to of 41369
 
KG4: Steeny is one of a small handful of the best posters on this thread. I feel quite fortunate, frankly, to benefit from his analysis on a daily basis. He's 'inside' the Street. Do you have any idea how valuable that insight is? If fund managers jerk this market around like no tomorrow, isn't it helpful to have some insight as to why??

I am also an buy&holder (or at least I try <g>). But it is tremendously helpful for me to gain some understanding as to why these stocks yoyo as I attempt to b&h. Then, I sleep better at night as I hold very volatile stocks with tremendous potential.

I just believe it is very important to give credit where it is due. Keep posting S.

Rob