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To: 10K a day who wrote (21229)	4/20/2000 10:41:00 PM
From: David Nelson	Respond to of 29970

Thanks for your comments, Well I have to agree with you that Yahoo is a powerhouse. I hope that what you are saying is true, and as of last Tuesday, Yahoo became one of my biggest holdings. I don't think that any one player can dominate this space in the future, but my money is on Yahoo, AOL, and Excite@home. MSN will also be big but as we all know, Microsoft has their mits in everything, and is one of the cornerstones of everyone's portfolio along with Intel and Cisco. I also like a few other minor players but these 3 and Microsoft are my picks going forward. --Dave p.s. Yahoo is all about content. I don't understand your point of view regarding content. If SI had no content you wouldn't be here???