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Strategies & Market Trends : MDA - Market Direction Analysis

SPY 689.10

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Jan 23 4:00 PM EST

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To: mishedlo who wrote (71790)	3/11/2001 10:56:21 PM
From: American Spirit	Read Replies (4) of 99985

YHOO is the #1 internet gateway/search engine in the world and will remain so. Disney and Viacom both desperately need to compete with AOL-TW to have a major portal for when product (movies, music etc.) is distributed via the net, which is coming sooner than you think. In fact it's already here just not widely rolled-out. A partial purchase and/or alliance/investment in more likely. However Disney for instance has a market cap of 61 billion and could absorb YHOO now. Again if you're short stocks like YHOO now you're really playing with fire. YHOO is definitely worth more than 9 billion. However they do need to figure out a way to make more $$$. It's a problem the whole sector is wrestling with now. Bottomline though Disney and Viacom cannot afford to let TW get away with AOL going forward especially now that Go Network is gone. ELNK will probably be bought by whichever doesn't get YHOO. But YHOO is global, therefore the much more valuable acquisition. Only by eliminating the future value of the internet can you figure a stock like YHOO is going down significantly from here. Be careful.

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