Replies to post #297 on Drillbits & Bottlerockets (DBnBR)

[JXM]

I posted this on SI today. I am bullish on AOL and YHOO right now.

YHOO may pull back a bit more, but I bought in around $20 and will buy more at 19.50

===============================================
AOL Broke through a quad top today.
http://www.stockcharts.com/webcgi/Pnf.asp?S=aol&N=A&T=on

AOL making strong moves to break the MSFT perceived monopoly.
http://www.marketwatch.com/news/yhoo/story.asp?source=blq/yh...

So let's look at the things that AOL has

-They have their traditional ISP biz, complete with email and instant messaging.

-They have a browser through Netscape

-They have content through TWX....lots of content
...Features
...Television
...Music
...written publications
...Ted Turners library of old flicks

-They have last mile access through TWX's cable holdings (roadrunner). And look they are going international with last mile access with this announcement today.
http://biz.yahoo.com/rf/010430/l30542331_6.html

-How long before AOL starts offering voice/telephony services?

AOL is going for both horizontal and vertical control of their markets. I believe that the moves that they are making can make for a huge conglomerate going forward. But I am surprised that you don't hear more about anti-trust concerns. MSFT has nothing on AOL in this particular area IMO, when you consider the content and distribution abilities.

But then again, replacing Tim Koogle with Terry Semple who is a hollywood mucky muck says that other people see the business model of the future.
http://dailynews.yahoo.com/h/nf/20010430/tc/9332_1.html

And the YHOO chart is saying the same thing.
http://www.stockcharts.com/webcgi/Pnf.asp?S=yhoo&N=A&T=on

I am adding YHOO here, though I would expect a pullback to 19 before further upmoves.

JXM


http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=15734493