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To: Mark Fowler who wrote (62974)	6/16/1999 8:04:00 PM
From: GST	Read Replies (2) \| Respond to of 164684

Mark -- thanks. I am thinking more about YHOO in part because it has better Asian exposure as well as domestic exposure. I really think the communications/internet area is going to get really hot. Saw SUNW on the tube a couple of times recently. He mentioned SUN's involvement with DoCoMo -- a recent spinoff from NTT that now has 50 million subscribers in Japan for wireless communications. Wireless in Japan includes a ton of email messaging (pagers are a dead business) and more digital devices for getting on-line. This is how the internet is going to hit Japan. DoCoMo is already trading at a higher market capitalization than Toyota -- and only NTT itself is bigger in Japan. With the Nasdaq on its way to Japan, people are going to start thinking about marketing stocks to the Japanese -- I think they will like YHOO cause they see it everywhere.