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To: RockyBalboa who wrote (805)7/7/2000 1:52:47 PM
From: J.Y. Wang  Read Replies (1) | Respond to of 1766
 
Re: YHOO

I would have to disagree here. I have no position in either AMZN or YHOO.

AMZN was/is grossly over-valued but the more fundamental concern was/is about its business model. There are legitimate concerns about whether AMZN will ever be profitable.

YHOO is grossly over-valued but so are hundreds of other stocks on the market, including blue chips like GE and KO. YHOO's business model works. YHOO is profitable. YHOO is in the top three most visited sites on the web (AOL and MSFT are the other two -- good company to be in). If any Internet company will survive and prosper, YHOO will.

If YHOO tanks significantly, I am buying.



To: RockyBalboa who wrote (805)7/7/2000 2:34:35 PM
From: Dale Baker  Read Replies (2) | Respond to of 1766
 
The 85-90 range is the first resistance; it could go much lower if the Street really dumps it in a panic.

As Yahoo matures into an "old" media company relative to other Net players, the 100'sx multiples in price-sales and PE won't last. Eventually everyone has to ask why the multiples are so huge when growth has become predictable - even if growth is 30-50% for a few more years.

I would rather hold my puts than a long position in YHOO right now.


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