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


To: Mary Baker who wrote (19965)6/3/1999 7:28:00 PM
From: Venditâ„¢  Read Replies (1) | Respond to of 41369
 
Mary,

If I may insert this please. IMO what needs to happen is Greenspan should raise interest rates 1/8 - 1/4 of a point in order to take the the doubt out of the air. The last time the situation was similar to today and he raised the rates and the markets responded with a rally big time in relief.

If rates do go up I will assure you that 1/8 to 1/4 is all it will be point wise. Not a big deal in any case.

Just my $200 worth,

Vendit



To: Mary Baker who wrote (19965)6/3/1999 7:30:00 PM
From: Craig A  Respond to of 41369
 
I agree.
Good luck.



To: Mary Baker who wrote (19965)6/3/1999 7:53:00 PM
From: gc  Read Replies (1) | Respond to of 41369
 
I think the internet sector will recover by the end of year, or sooner. The reason is that the sector has already corrected enough and the fundamental has not changed. Second half of the year is seasonally strong for e-commerce and ad revenue. Rate hike has largely been factored into the price. Of course, I could be wrong. (You see, I "forgot" to sell at 175. I was wrong then, I could be wrong now. But, I am going to control my urge to sell now. It is too late to sell. IMO)



To: Mary Baker who wrote (19965)6/3/1999 8:08:00 PM
From: Jacktoad  Read Replies (1) | Respond to of 41369
 
Mary:

My 2 cents on AOL a year from now:

Continued volatility but sticky on the up side.
Downside volatility will largely follow the market, especially the net/tech sector.
Fed raising rates will have a negative impact over short term( 1-3 months). This is barring any forthcoming news from AOL on more aggressive DSL/Cable implementation or partnering.
Effectiveness of any rate increase will determine future momentum.
Gaining huge chunks of ground going into each earnings season. I'm optimistic that AOL can continue to meet/beat consensus estimates each quarter.
Blow earnings out completely for the Christmas quarter with additional seasonal revs from ads, links and associations/aggreements.
Possible we're solidly into split territory early Y2K.

that's my short take on it. good luck to you.
jt