dwlima...I see you and I are on the same wavelength...Those who are short are going to have to buy eventually...This is all just short-term noise...However, I do see a stagnation "possibility" of the overall market in 1999 should world economic conditions not show improvement...I personally don't want to try to call the downside shots and timing in any stock, especially the good ones...MSFT, CSCO, DELL are some of my other holdings..As you can see I am really only interested in Quality, plain and simple...YHOO is actually the only stock I recently bought that has the MOST to gain, going forward, in my belief..It is also not much more than an IPO (1996) and therefore has the look of specualtion more than the others, but for reasons of which are too numerous to mention in this response, I believe will have great reward in it's future........Oh, and by the way, to the gentleman who likened YHOO to the T.V. or auto industry where all large companies are not really all that distinguishable from another I have two thoughts...1) Yes, only the largest and most profitable will survive..and 2) DELL is in a commodotized market, having nothing proprietary, just a tremendous business model...YHOO is building brand name dominance, and don't kid yourself, that's a money magnet.
I'm "investing" in YHOO, which implies a long-term strategy...In five years I believe you and I will be able to say we are holding a true winner.
Regards, George |
