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RE: [RT] AOL



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Trading Reference Links

guys, guy, guys....I know this internet / isp business.....trust me !

re: AOL subscriber reduction caused by....
widely known alternate ISPs with a much lower monthly fee and decent service
- that is getting around word-of-mouth:
Bluelight.com $9/mo
juno.net/netzero.com $10/mo
bigzoo.com $9/mo

AOL IS AT $24/mo !!!!!

Also, their DSL strategy is flawed......local baby bells have a lock on the
DSL installation...
and heck, they are AGGRESSIVELY MARKETING THIS SERVICE......I just got an
phone call this evening ! (I already have DSL thru a CLEC just coming out of
bankruptcy)

Finally, COMCAST and other cable operators are finally getting better at
this ISP service (it used to be terrible via Excite/@xxxx - now bankrupt)
and again, these cable guys are aggressively marketing thru affiliates like
Circuit City, Best Buy, etc.

There is just NO WAY I see tremendous growth prospects for AOL.....
again, at best, it's a BUY-WRITE.

> -----Original Message-----
> From: Don Ewers [mailto:dbewers@xxxxxxxxxxxxx]
> Sent: Wednesday, April 10, 2002 5:28 PM
> To: realtraders@xxxxxxxxxxxxxxx
> Subject: Re: [RT] AOL
>
>
> Bob,
> I know you are and nothing wrong with that, just through out some of that
> "techy stuff" to keep you alert to the possibilities.
> Did you happen to check on the lows was there any good premium in the 20
> puts or 17.5's (as in selling them)?
>
> Also M. Simms could you elaborate on why the loss of subscribers,
> they sure
> advertise a lot (and do mailings).
> don ewers
> ----- Original Message -----
> From: <bobskc@xxxxxxxxxxxx>
> To: <realtraders@xxxxxxxxxxxxxxx>
> Sent: Wednesday, April 10, 2002 2:45 PM
> Subject: Re: [RT] AOL
>
>
> > Thanks Don,
> >
> > As you already know, I am a fundamental trader but you tech
> guys are part
> > of my fundamental scheme.  If you are in consort with regard to
> an equity,
> > index or commodity, I pay attention.  I respect everyone's
> ideas and what
> > works for them and you sharing this information is helpful and
> appreciated.
> >
> > Bob
> >
> >
> > At 01:40 PM 4/10/2002 -0500, you wrote:
> > >BobKC,
> > >Here is the 60min chart on AOL (I added the daily again if needed for
> > >reference).
> > >
> > >It is just looking at the price structure from minor wave 4 of
> wave 5 on
> the
> > >daily (basically the point where the regression channels start on the
> daily
> > >chart).  If the pattern is correct, then it is in the extended wave 3
> range
> > >which only happens 8% of the time.  In otherwords a time to
> tighten stops
> if
> > >one were short or cover. What could happen from here is a wave
> 4 rally on
> > >the 60min, followed by another final wave 5 decline (provided the PTI
> stays
> > >high enough, currently 99) that might reach down into the refined area
> shown
> > >on the daily.
> > >
> > >The wave 4 rally could trigger a "false buy on the daily" (braking the
> > >regression lines and 6/4 ma), which I call the "fooler", until
> pattern is
> > >"really" done.
> > >
> > >As an add on I have not used 60min charts on stocks all that
> much (do on
> > >commodities though) so this falls in the FWIW department
> (meaning little
> > >experience as to the accuracy).
> > >don ewers
> > >
> > >----- Original Message -----
> > >From: Don Ewers <dbewers@xxxxxxxxxxxxx>
> > >To: <realtraders@xxxxxxxxxxxxxxx>
> > >Sent: Wednesday, April 10, 2002 1:05 PM
> > >Subject: Re: [RT] AOL
> > >
> > >
> > > > BobKC,
> > > > Here is what AGET is saying on a daily chart FWIW.
> > > >
> > > > Price is definitely into some support areas including the MOB's and
> just
> > > > entering the wave 5 target range (I also did an "internal" wave
> projection
> > > > of just wave 5 which shows an even more refineded target range which
> "may"
> > > > come into play as well).
> > > >
> > > > Typical trade rules would require a break of the regression channels
> or
> > >the
> > > > 6/4 ma channels to trigger a buy. I will look at a 60min to
> see if it
> > > > reveals anything more in detail.  If so I will post it.
> > > > don ewers
> > > > ----- Original Message -----
> > > > From: <bobskc@xxxxxxxxxxxx>
> > > > To: <realtraders@xxxxxxxxxxxxxxx>
> > > > Sent: Wednesday, April 10, 2002 12:21 PM
> > > > Subject: [RT] AOL
> > > >
> > > >
> > > > > I felt that a bottom may have been put in for AOL today and bought
> in at
> > > > > 20.33.  The 20M new shares was filled without effort and the low
> volume
> > > > > leveled ... Warner is worth about $22 as a weighted mc which means
> AOL
> > >is
> > > > > free and you get TW at a 10% discount.  Just my thoughts and
> action..
> > >all
> > > > > due diligence in order of course.
> > > > >
> > > > > Bob
> > >
> > >
> > >
> > >To unsubscribe from this group, send an email to:
> > >realtraders-unsubscribe@xxxxxxxxxxxxxxx
> > >
> > >
> > >
> > >Your use of Yahoo! Groups is subject to
http://docs.yahoo.com/info/terms/
> >
> >
>
>
>
> To unsubscribe from this group, send an email to:
> realtraders-unsubscribe@xxxxxxxxxxxxxxx
>
>
>
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>



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