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To: GST who wrote (98345)4/2/2000 7:22:00 PM
From: Randy Ellingson  Read Replies (1) | Respond to of 164684
 
looks like we see "value" in different spaces

Or growth in different spaces... Either way, we see good investment returns in different places. How long have you owned AOL (bought just recently?), and how long will you hold it if all goes well?

I think YHOO is in many of AOL's spaces, enough so I think owning AOL and YHOO would provide too much overlap. I still expect YHOO to eclipse AOL's market cap, but that will take much longer w/ AOL-TWX merger, and will also include numerous acquisitions along the way for both companies.

I own MSFT as well, and this does appear to be a difficult time for the long term MSFT investor. Business certainly isn't withering away for them at present...

Randy