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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Sandman who wrote (99206)	4/6/2000 3:45:00 PM
From: GST	Read Replies (2) \| Respond to of 164684

JB: Re: Yahoo. Yahoo may be as good a net stock as you are going to find. As an investment at this point, I would not expect too much. I like companies with technology, limited competition, big expenses behind them, fabulous growth prospects, and a forward-looking p/e no greater that their growth rate. On this last score, YHOO is not even on the map. Take a look at some of the chip companies -- there are many good ones. LSI is my favorite -- selling at 40 times next years earnings, with high probability that these estimates are way conservative -- they are in their sweet spot and should stay there a few years. Good luck.