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

To: zalesky who wrote (19546)	6/2/1999 6:24:00 AM
From: Glenn D. Rudolph	Respond to of 41369

AOL: HAMBRECHT&QUIST has reiterated estimate for quarter ending 06/99 of $0.11 on 05/27/99 AOL: HAMBRECHT&QUIST increased estimate for quarter ending 09/99 from $0.10 to $0.11 on 05/27/99 AOL: HAMBRECHT&QUIST increased estimate for quarter ending 12/99 from $0.11 to $0.12 on 05/27/99 AOL: HAMBRECHT&QUIST has reiterated estimate for quarter ending 06/99 of $0.11 on 05/27/99 AOL: HAMBRECHT&QUIST increased estimate for quarter ending 09/99 from $0.10 to $0.11 on 05/27/99 AOL: HAMBRECHT&QUIST increased estimate for quarter ending 12/99 from $0.11 to $0.12 on 05/27/99

To: zalesky who wrote (19546)	6/2/1999 6:37:00 AM
From: Thai Chung	Read Replies (2) \| Respond to of 41369

JAMES DERK: The future of America Online Copyright © 1999 Nando Media Copyright © 1999 Scripps Howard News Service (June 2, 1999 12:42 a.m. EDT nandotimes.com) - I've seen the future of the Internet and a good hunk of it belongs to America Online. Yes, you heard me right. And it marks a change in my thinking, for sure. In fact somewhere in the archives of my columns at www.courierpress/compute you'll find one years ago wherein I said AOL was through, kaput, finished. With the advent of the Web and the wealth of content on the Internet and Bill Gates readying the release of MSN), there's no way AOL would survive. Not only has it survived, but it is pretty quietly making some amazing moves to position itself right on the forefront of the Web. First, it bought Netscape. Granted, there's not a lot of life left in the old girl, but she's still alive and kicking. The browser war is, of course, over and Microsoft has won. But AOL grabs a significant user base with Netscape's Netcenter portal and users of its Instant Messenger chat service. AOL also owns ICQ, one of the coolest instant chat services on the Internet. And quietly, it has moved into the "broadband" area as well. Soon your TV screen will have a chat window and Web browser in it and you can "talk" to your friends while you watch TV. (If you don't think this is a good idea, ask a teen.) AOL has launched "AOL Anywhere," a strategy designed to put AOL on many devices in your home, car and at work. AOL has inked four deals with DirecTV, Philips, Hughes Network and Network Computer to provide the technology for "AOL TV." It will feature Web content, as well as the same AOL features users love, including chat, shopping and stock quotes. Users can watch TV in a window and use AOL/Web content in another. A set-top box made by Hughes and Philips will provide the high-speed data connection. The only thing missing is an agreement with cable TV operators, who might not be all that willing to play ball with Steve Case and the AOL crew. But AOL already has a deal with DirecTV, the leading satellite delivery system and could easily use that advanced technology to leapfrog traditional cable operators who have been snoozing in delivering high-speed data access to the home. AOL has taken its lumps (as a Web provider it still has a ways to go to catch up to a traditional Internet Service Provider in speed, dependability and price) and it deserves a lot of them. But it has a lot going for it, including local dial-up access all over the globe and easy-to-use software for beginners. (Not to mention chat, the least-talked about and most used feature in the 14-25 age group.) Any Internet company had better be adapting to the high-speed world right around the corner. AOL seems to be not only doing that, but recognizing that eventually the computer will merge with the television into an "information appliance" and whoever gets there first will win. WEEKLY WEB WONDER: The folks at Team Tulsa at www.teamtulsa.com have a way-cool remote controlled camera you can play with over the Web. Check it out. James Derk is new media editor for The Evansville Courier & Press. His e-mail address is jderk@evansville.net.

To: zalesky who wrote (19546)	6/2/1999 9:26:00 AM
From: HECTOR RUBERT	Respond to of 41369

Dear Zalesky, Fund managers work like herds. The selling began when Fidelity Magellan disclosed they had sold a portion of their AOL holdings due to valuation. At the time AOL was trading in the 160's. Ever since, other fund managers have disclosed similar selling on their AOL positions. The selling has also hurt the weaker hands who continue to sell the stock. As a contrarian this is great news. Why? This clearly indicates that the same fund managers who sold some of their positions will be looking to buy again once the interest rates and broadband questions are answered. This means that the same run up we saw from March to April would likely happen if both questions are positive to the company, as these fund managers step over each other adding the stock to their folios once again. I'm holding now and will wait for these answers as well. I may sell some of my position at 200 but not before. Best Regards, Hector