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


To: HECTOR RUBERT who wrote (20122)6/4/1999 11:41:00 AM
From: Guardian  Respond to of 41369
 
IMHO: it's a horse race. athm has the pipes and aol has the customer base. the street has perhaps figured out that the outcome is unknown.



To: HECTOR RUBERT who wrote (20122)6/4/1999 12:32:00 PM
From: yzfool  Read Replies (1) | Respond to of 41369
 
This is probably not the answer to your question, but since you brought up athm... I own both @ 4aol:1athm ratio. I believe that I have examined most of the issues surrounding these companies including technical, fundamental, news, historical performance, politics, internet access mode etc. Based on this information I still cannot decide which one to add. However, I am intrigued by articles in Wall Street Journal 6/3 re cellular phone internet access in Europe. Speculation: its only a matter of time that AOL announces alliances with ATI etc. possibly bundling cellular accounts with internet access in US and Europe (since VOD is about to merge with ATI). ATHM can team up with ATT, but AOL content may have more appeal for larger audience and on it goes. Ultimately, its an earnings driven decision and AOL wins hands down in the near term.