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To: Sam Citron who wrote (102596)	5/1/2000 10:08:00 PM
From: Danny	Respond to of 164684

Sam: I am not an expert on EDA industry and dont know why growth rate is so low. It does look strange when you see the rest of semi industry going astronomical

To: Sam Citron who wrote (102596)	5/1/2000 10:43:00 PM
From: Danny	Read Replies (4) \| Respond to of 164684

Re: YHOO's P/E of 573 Sam, not trying to force you one way or another, but YHOO's P/E used to be in the range of 3000 only 3 yrs ago. A knife has two sides. If you look at YHOO's Y2K earning estimate of .42 (We all know YHOO has no prob of meeting this estimate, I would expect it to be .50 +/-), YHOO will actually carry a P/E of only ~300 at this price by year end. P/E of 300 is still quite high, but it is no longer some number people just laugh about. If YHOO just double their earning year over year, in 4 years, YHOO's P/E will be 18 assume its share price stays here. Of course, a P/E of 18 is too low for this kind of stock, a P/E of 50-60 is more like it. So YHOO's price should go up at least 3 times 4 years from now based on this model. The real question behind all of this wishful thinking is: How far down the road do you think this internet revolution will carry forward? If you think we've pretty much seen everything, it's the time to bail out YHOO even though it already got a 50% cut. But if you think this is still the beginning of the new economy, YHOO is one of the safest investment around.