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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: If only I'd held who wrote (106105)	5/19/2000 9:15:00 AM
From: Wes Stevens	Read Replies (1) \| Respond to of 108040

Here is another view: 08:57 ET Yahoo! (YHOO) 132: -- Update -- ABN AMRO analyst, A. Newman, questions YHOO's valuation saying: Near-term cost of new free consumer services is a concern, particularly until revenues materialize. These costs could limit upside in our margin estimates and make it difficult to maintain historically torrid EPS growth. Regardless of operational excellence and strategic positioning, valuation still gives us pause. While Yahoo! may deserve a premium over its peers, the key question is how much is too much?