SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : 3Com Corporation (COMS)
COMS 0.00130-18.8%Nov 7 11:47 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Randy Ellingson who wrote (14943)3/26/1998 12:39:00 AM
From: craig crawford  Read Replies (1) of 45548
 
<< I'd be interested in estimates and thoughts on those. >>

I'll have to get back to you on those. It's too early for me to be worrying about COMS next quarter yet.

<< How do you see YHOO's position vs., say, AOL. AOL's got so many millions of paying subscribers, but not much in the way of programming or content that YHOO can't match today in html (I think the html part is a huge plus for YHOO). I wonder how YHOO will make the big bucks though, and when I start to see how (hopefully before they've experienced all their high growth years) they'll make this money, then I go long. Any help here? >>

Long YHOO and short AOL. Pretty much sums up my opinion. Long more YHOO than short AOL (thankfully) and if I had to do it over again I would be long both. Next chance I get to save face, AOL is gone.

IMO YHOO is just getting warmed up. Better get long!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext