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To: Sam Citron who wrote (102609)5/2/2000 11:07:00 AM
From: Bill Harmond  Read Replies (1) | Respond to of 164684
 
>>Advertisers themselves are frequently disgusted at the low click through rates they are getting.

...Yet they keep increasing in number and budget-size.

>>The reason I cannot love the stock is that it gets enough love as it is from people like yourself dreaming about 100% annual eps growth. I find it easier to love downtrodden stocks that nobody else cares about. Stocks whose threads have dried up without a post in 3 or 4 months. Those are the stocks that get me salivating. Companies whose analysts have shunned them and whose shareholders have deserted for greener pastures. Those are the stocks for me because they need my love.

You aren't likely to get rich owning a stock unless it has institutional sponsorship. Nearly 90% of Yahoo's float is in institutional hands.

>>. It's almost as much as MSFT made during the last 6 months, with their evil monopoly and all. <g>

Yahoo has 40% operating margins and is still operating at 15% of capacity! Those are Microsoft-level operating margins, and Yahoo doesn't enjoy monopoly status. I can't name another company in this class.



To: Sam Citron who wrote (102609)5/2/2000 12:36:00 PM
From: Slumdog  Respond to of 164684
 
>>Stocks whose threads have dried up without a post in 3 or 4 months. Those are the stocks that get me salivating.<<

Sam, heres one.........

Subject 21908



To: Sam Citron who wrote (102609)5/2/2000 12:59:00 PM
From: Danny  Read Replies (1) | Respond to of 164684
 
Sam:

I want to rest this debate but just want to point out
one thing:

Who in the world in 1985 could imagine a tiny company
in seattle with a not so sophisticated software running
on a little machine called PC would turn out
to be the biggest company in the world only 15 years
later? And who in the world could imagine a P/E
number of 40 is considered as extremely undervalued
in the tech world?

As I have been saying for over a year and half on this
thread, time will tell.

Danny



To: Sam Citron who wrote (102609)5/3/2000 9:34:00 AM
From: eichler  Read Replies (1) | Respond to of 164684
 
Very powerfully demonstrates the power of "doubling" . I'd
say that piece of paper (asssuming a thickness of .0035)
would after doubling 50 times equal about 62 million miles.
That's my guess.
Eichler