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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (43099)	12/11/2000 9:23:59 AM
From: Kanetsu	Read Replies (1) of 57584

Other than the futures making up for the aftermarket swoon, nothing I can see is gapping up, most stocks I track are looking weak. The presumption of a Bush victory or finality was priced in last week, we need something more. Caution on YHOO, a key part of their business model was bullying around these smaller net companies in order to get their business. They made hundreds of deals exchanging exposure on Yahoo for an equity stake in theses small net companies. Now they have a portfolio full of crap, and a lot less net companies who can afford their rates. Coupled with the slowdown in net advertising, I submit Yahoo will soon see the 20s, but I've been wrong before....

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