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Technology Stocks : Ascend Communications (ASND)
ASND 220.42+4.9%Dec 12 9:30 AM EST

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To: Jeffery E. Forrest who wrote (42887)4/8/1998 5:53:00 PM
From: Glenn D. Rudolph   of 61433
 

You must be anxiously awaiting a YHOO earnings report, eh?<G>

If they screw the pooch (or do anything less than a HUGE number) it should help your
AMZN short.


I was awiting the YHOO earnings. I believe they hit the whisper number although exceeded First Call. Typical.

There should soon be a divergence between a company like YHOO and AMZN. AMZN is an on-line retail and they pay to advertise. YHOO is an on-line content provider and their revenue comes from firms such as AMZN. If YHOO can show they can command steep advertising cost, the expenses of AMZN will go up. Margins cannot go up for AMZN due to competition.

I had my say<G>

Glenn
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