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To: Bill Harmond who wrote (1009)7/14/2000 7:40:39 AM
From: Victor Lazlo  Respond to of 57684
 
William congratulations on your new home. Sounds very nice.

And thanks to you I am in PHCM at 68 1/8 ! I had been keeping half an eye on it for a while.

Victor



To: Bill Harmond who wrote (1009)7/14/2000 6:40:02 PM
From: Libbyt  Respond to of 57684
 
>and I'm having a total blast!<

Your new home sounds fantastic..."the previous owner (for the past 11 years) is an architect and he spent freely for perfection."

What a great find!

Libbyt



To: Bill Harmond who wrote (1009)7/14/2000 11:43:58 PM
From: Libbyt  Respond to of 57684
 
>Thank you, Yahoo!!<

Since it sounds like Yahoo helped to buy your new home, I thought you'd like to see this article from The Bull Market Internet Investor - bull-market.com

Internet Investor for Friday July 14, 2000
Volume 9, #3

YAHOO TAKES ON THE WORLD -- AND WINS
by Kevin Prigel

Related Stories: streetadvisor.com

Yahoo (YHOO) reported impressive second quarter results, beating Wall
Street estimates by 2 cents with earnings per share of 12 cents. Revenues
were up 110% year over year and 18% sequentially. Strong key metrics
boasted daily page views of 680 million, up 119% year over year, and 155
million registered users, up 245 sequentially. During the company's
conference call, management was bullish about future growth prospects.

Susan Decker, Yahoo's CFO, played to investor concerns by addressing the
issue of dot.com failures and the havoc they could wreak on those
companies whose revenues come from Internet players. She said the
"definition of dot.com companies is graying" as the new economy is being
brought into the old economy in various ways. Decker said this is not a
Yahoo worry, however, because 25% of the company's revenues come from the
business services and international divisions, in which the company has no
dot.com exposure.

Yahoo continued to see strong international growth in the quarter. 15% of
2Q00 revenues came from outside North America, and more than 40% of
Yahoo's user base is now international. Management expects global users
to become more and more brand loyal, leading us to believe there is still
plenty of upside potential to Yahoo's international growth.

A few more numbers that impressed:

Gross margin at 86%
Operating margin at 38%
Record operating income of $102 million
Cash and cash equivalents of $1.4 billion



To: Bill Harmond who wrote (1009)7/15/2000 12:02:51 AM
From: Libbyt  Read Replies (1) | Respond to of 57684
 
Telecommunication conference...

There is a one day conference on July 24th in S.F. I just looked at the URL....a presentation by SCON, CDTS, DLK, JNPR, IFCI, ADAP, RBAK, WFII...some companies that I've followed.

Just FYI...an interesting group of companies.

fsvk.com