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To: Bill Harmond who wrote (89550)	1/3/2000 6:35:00 PM
From: Eric Wells	Read Replies (1) \| Respond to of 164684

What about sales growth rate and operating margins? William - do you have the sales growth rate and operating margin numbers for the companies in the list to compare? You certainly may be right - but you sound as though you are attempting to use fundamentals to justify Yahoo's current market capitalization. -Eric

To: Bill Harmond who wrote (89550)	1/3/2000 10:57:00 PM
From: KeepItSimple	Read Replies (1) \| Respond to of 164684

>and is second only to Microsoft in operating margins... William, your ignorance is beginning to blind me. There are hundreds of companies that have operating margins in the thousand percent range, but can never possibly hope to scale the total volume of that profit into anything extraordinary. DeBeers manufactures diamonds for literally pennies, using indian child labor and practical slave labor in africa, yet even though they can sell that diamond for a thousand dollars- it does NOT conclude that they should be larger than microsoft. the demand is simply not there. A prostitute has incredible margins too- but if she/he were to fully utilitize their time they'd be in the hospital from infectious abrasions. A high profit margin means nothing unless it is scalable. Yahoo is currently valued more than every network tv station combined, yet has the tiniest percentage of their ad revenue. Or are you one of those simpletons who doesnt realize that Yahoo would still, to this day, NEVER have turned a "profit" if it werent for investment income on that 800 million in secondary cash sitting in the bank? Wake up, mania boy. financial judgement day is about at hand.