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To: dbblg who wrote (80296)	10/12/1999 10:37:00 PM
From: Eric Wells	Respond to of 164684

Ganesh - thanks for your post - it is by far the most substantive bullish post I've read on Yahoo. I don't have much time to reply to each of your points at the moment, as I am working to meet a deadline with one of my clients. But I would like to mention a couple things. I was surprised to see you use "safety" and "YHOO" in the same sentence. I realized you prefaced "safety" with "relative" - still though, YHOO is not a stock that I would consider safe. It's doubled, been cut half, and then nearly doubled again this year - and now it is falling again. It's like a roller coaster ride. I would not consider YHOO as being anything close to safe. You mention a lot with regard to Yahoo's growth. I'd like to know where Yahoo's sales are coming from. I've posed the question many times on this and threads - and no one seems to know. I assume that the vast majority of their revenue is from advertising. I think that's risky. While Yahoo has a lot of "registered" users and strong page view growth, I won't essentially equate these facts with a certainty for future growth and customer retention. The business environment on the internet is going to unfold in ways that we cannot currently fathom. One thing that does seem to be certain is that the net presents an environment where custome switching costs are extremely low - and as such, even companies with strong brands could lose customers due to lower prices or superior technology offered on other sites. Anyway - thanks for your comments. It will be interesting how the nets, as well as the rest of the market perform the rest of the week. Thanks, -Eric