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To: space cadet who wrote (17120)	11/20/1998 2:55:00 PM
From: Zeev Hed	Read Replies (2) of 18056

Space, I think that Saieff had a point, the capitalization of YHOO and and AOL together is already $56.5 Billions as compared to INTC at about $180 Billions and MSFT at $280 Billions. Thus these two internet stocks are already at about 12.5% of the two biggest behemoth on the NAZ (which strongly control the NAZ price movement). A big decline in the Internet stocks (the next 10 are probably jointly capitalized at another $50 billion, with AMZN at 9 bill and ABAY at 5.8 bill) could put a major dent into this sector, IMHO. Zeev

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