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

To: allen menglin chen who wrote (104631)6/4/2000 11:20:00 AM
From: Robert Rose  Read Replies (3) | Respond to of 164684
 
allen, my only problem with yhoo is one of valuation. Granted it has a pe, but that trailing pe has slid from 1600 a year ago to about 600 now. This trend should continue until it *approaches* aol's. At best, yhoo will market perform the inet sector, but more likely underperform it for the forseeable future. fwiw, Rob



To: allen menglin chen who wrote (104631)6/4/2000 2:58:00 PM
From: Bob Kim  Respond to of 164684
 
Allen,

YHOO is one of HB's favorites. He's never really wavered on that one like he has at times on AMZN and AOL. Now, he can't be critical of AOL given that ML is one of AOL's advisor on the TWX merger.

Roughly a year ago (6/8/99), his five favorite stocks were AMZN, AOL, ATHM, PCLN, and YHOO.


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