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Technology Stocks : Netscape - the REAL blockbuster?

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To: Stephen How who wrote (30)7/5/1998 9:24:00 PM
From: White Shoes  Read Replies (1) of 137
 
Yes, I agree with all of that, for the top name brands. However it is a question of how far you want to stretch this. A Yahoo! bank? Not for me, thanks. A Yahoo! pager? Sure, and where are the revenues from that?

Yahoo! in partnerships for electronic commerce, brokerage houses, credit cards, OK, I see it happening, but it had better happen and happen good because the company is valued EXTREMELY HIGHLY and has factored in an incredible amount of this already.

When people starting adding in the potential revenues from Yahoo! lawn fertilizer and Yahoo! prefab homes in Florida we will know that they are trying to convince themselves too hard...and that we will be at the top of a bubble with no foundation in real earnings potential.
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