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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 222.55-4.4%3:59 PM EST

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To: Bill Harmond who wrote (80289)10/12/1999 10:24:00 PM
From: Eric Wells  Read Replies (1) of 164684
 
>>I don't know of any other company that has Yahoo's
>>combination of top-line growth and operating margin.

William - do you ever worry that YHOO may be a bit over-valued? Do you have any concern at all that Yahoo doesn't break out its revenue? We really don't know how they make money - and it appears that most of their money is made via advertising. And don't you have any concern that the web advertising revenue model may not be real solid one?

One thing I find interesting about Yahoo - if you go to their site, it looks much the same as it did three years ago - the layout, the appearance - most everything. You have to wonder if they are ever going to improve upon it.

-Eric
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