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To: Sanjay Varma who wrote (991)7/26/1999 1:03:00 PM
From: grogger  Read Replies (1) | Respond to of 3070
 
I still like this one, since they are an infrastructure company for the net - I would not think it would be as cyclical. Even if growth slows down for the Yahoo's of this world, they still need content and as more websites come to the net. Long term it looks good. Short term, it;s probably subjectg to mkt conditions, although it hasn';t held up too badly.