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Strategies & Market Trends : AMIGOS INVITATIONAL YEEHAW PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (865)	8/5/1999 10:49:00 AM
From: Phil Jacobson	Respond to of 1316

<TRADE> I'm bad for not posting this in a timely manner - just haven't been on SI much lately. I dumped YHOO at 135 1/2 back on Aug. 2. Looking at where it is now you'd think that was months ago... Nothing to replace it yet...although I'm waiting for INIT (Interliant) to bottom, then will probably go after it pretty hard. Good company in the ASP (Application Service Provider) space. It's a real business, not just eyeballs - about rental of software apps like MS Office over the Internet instead of having each person load it on their desktop. Again, no buys yet. Phil