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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Grommit who wrote (30365)10/6/1998 12:27:00 AM
From: John Carpenter  Read Replies (2) of 95453
 
If I was to assume that YHOO would face no competition in
10 years, if I was to assume that most commerce will be
done over the internet, if I was to assume that the Asian
economies will never recover, or that oil was in permanent
oversupply would I be willing to pay today's price?

No, to pay today's price for YHOO over ESV you have to
believe that the odds are 24 to 1 for today's status quo
to remain. With companies like MSFT, T, DIS in YHOO's
path versus the world's future population and economic growth,
I'd rather have ESV in ten years. That's what makes a market.
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