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To: Glenn D. Rudolph who wrote (71357)8/2/1999 9:58:00 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 164684
 
I think its still safe to add puts but I'm going to avoid yhoo because I don't know how this would play. The last time I recall a smaller fish eating a big fish was capital cities/ABC. (Actually I don't remember much but I am reading a Buffett book now). I don't have a clue how that would affect yhoo stock so I'll stay away. I consider bizweek and forbes to be reliable, they have offices right down the way and their spies creep around.



To: Glenn D. Rudolph who wrote (71357)8/2/1999 9:59:00 PM
From: Tom D  Read Replies (1) | Respond to of 164684
 
Here is a link to more depth on the YHOO XCIT/ATHM story

quicken.excite.com

BTW, I wonder if the FTC would block this?

Tom



To: Glenn D. Rudolph who wrote (71357)8/2/1999 10:16:00 PM
From: GST  Read Replies (1) | Respond to of 164684
 
Glenn -- does this have any implications for AOL and their broadband situation? At first blush, it seems like another competitive threat.



To: Glenn D. Rudolph who wrote (71357)8/2/1999 10:22:00 PM
From: radames  Read Replies (2) | Respond to of 164684
 
imo re the yhoo merger rumor
imo the market will react negativly to yhoo buying excite athome because it will give yhoo infurstructure costs and dilute the share price.