[RT] AOL

[bobskc@xxxxxxxxxxxx]

AOL is very misunderstood. Very mis-represented by their sales force.
People think when they pay for AOL service and dial in, they are on the
internet. They are not. They are on AOL servers! It is possible to get to
the internet if you know how but even if you are able to do that, you are
still traveling the internet with AOL baggage. The gateway that AOL
provides will not give you full access to all web sites. AOL decides what
is good for you to see and what is not. Asked, they will tell you that
since people pay them, if their kids end up on porn sites, they can be
sued while a true Isp does not operate "services" but only a
passage way. Ask for sports scores and you get AOL sports scores. Ask for
movies and you get AOL movie reviews .. why? Because they have you on
*their* servers and *their* commercial sponsors can assail you with ads.
If you actually find your way off AOL and on to the *real* internet, they
lose access to you. God forbid.
Also, I agree totally with the comments below about dsl service. This is
a service best provided by the phone companies and they are most
certainly providing it. Cable is better now but cable is only as fast as
the traffic on the line. The more traffic, the slower your connection.
With dsl, you have a dedicated line and your speed is constant. Now if
AOL provides a dsl connection with all their dedicated mumbo jumbo... now
that might add to their business.. people want simplicity and they will
take it at the expense of quality.
Last, people continue to pay up for AOL and there is a very simple reason
for it. AOL makes "getting on line" so simple that no one can
fail to find entertainment. (Whether they are actually on the internet is
of no interest to most people). I do not see this changing soon. AOL
users are in love with it and when you put them in front of a screen with
an Isp login, they only want to do one thing. Get back to their AOL. So,
cost and internet and ads be damn'd, AOL will do fine.
Bob
At 08:53 PM 4/10/2002 -0400, you wrote: 
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:

> To: > 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 > > >To: > > >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: > > > > To: > > > > 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 > > > > 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 Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/ ------------------------ Yahoo! Groups Sponsor ---------------------~--> Get Custom Logo Design Post you project fro FREE. Click Here http://us.click.yahoo.com/e4_ewD/Vq2DAA/cosFAA/zMEolB/TM ---------------------------------------------------------------------~-> 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/ Yahoo! Groups Sponsor ADVERTISEMENT To unsubscribe from this group, send an email to: realtraders-unsubscribe@xxxxxxxxxxxxxxx Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.