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To: Jeff Dryer who wrote (69312)	7/24/1999 2:35:00 AM
From: Bill Harmond	Read Replies (2) \| Respond to of 164684

I don't know, I can't speak for him. I imagine the 10% comparison compares the e-commerce market caps ve the PC industry market caps. I don't know whether he's talking boxmakers plus software plus related semiconductors. If that's the case he's triple-counting. That's not the point. The point is you'll have a Gulfstream. Another 10x for the leadership is a done deal as far as I'm concerned. I think AOL and perhaps Yahoo and Amazon could have near trillion-dollar valuations as their commerce develops. You weren't focusing on achieving current profitability as you developed SI. I'm sure you will agree that Yahoo and Amazon are in development phases, too. They're just on a different scale, and that takes time. That Yahoo is turning out such operating margins, and free cash flow, at this early stage is phenomenal...especially at a 15% sell-out level.