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To: Lizzie Tudor who wrote (89640)	1/4/2000 1:46:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

The strength of a few stocks like yhoo and cmrc on a day like today is astounding imo. Don't forget MSFT, MU and TURN. They make me smile. Is it time to buy CMRC? I never had a position in it as of yet. Thank you. Glenn

To: Lizzie Tudor who wrote (89640)	1/4/2000 1:54:00 PM
From: Eric Wells	Read Replies (1) \| Respond to of 164684

Fwiw the problem with the bears here is that they have said the same thing for months. Lizzy - thanks for your post. I'm willing to engage anyone in a constructive discussion of Yahoo's market capitalization. But when I post something of substance, and I get a reply that I am "behind the curve" or that I "don't understand" - well, it causes such discussion to be a bit of a waste of time. I don't think William has ever posted much of anything to this thread that is longer than 3 or 4 sentences - and he certainly hasn't given much of an explanation for his Yahoo's bullishness. It would be great if you or William could tell me what it is that I don't understand about YHOO - what fundamental basis would lead one to give YHOO a price target of $600, as the Schroeder analyst did this morning ($600 equates to a $157 billion market cap - higher than KO, HWP, MRK, DELL, JNJ, PG and others). This is all I ask of you. Thanks, -Eric