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To: patron_anejo_por_favor who wrote (7249)	7/30/2000 6:25:06 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 436258

YHOO ran up dramatically on their earnings, may be outta gas now. I'll do some DD and let you know. Careful because last year the analysts came out with their xmas e-commerce picks in late august. Doubleclick had surprisingly good numbers too and got a bunch of upgrades so that says internet advertising is not too bad. Its really the retailers that suck, and the second tier portals. Yahoo seems like its getting stronger to me, fwiw. All these other companies are toast though.

To: patron_anejo_por_favor who wrote (7249)	7/30/2000 8:41:22 PM
From: AllansAlias	Read Replies (1) \| Respond to of 436258

YHOO ran up dramatically on their earnings True, but this is much different now. YHOO is the Godfather of the INut gang. As Internet plays go, it is in a league all by itself. When the market rallied on those YHOO earnings it was a relief rally in YHOO and the overall internet indices were in better shape. The internet indices have caved. Nothing will save their sorry asses now. (Are we still allowed to say "asses" in posts?) YFG --Allan

To: patron_anejo_por_favor who wrote (7249)	7/31/2000 11:23:29 AM
From: Terry Whitman	Read Replies (1) \| Respond to of 436258

<<I have no idea when the day will come, but ANY company that relies on ad revenue is in serious trouble>> I'd be careful generalizing that statement. There are quite a few 'old economy' businesses that have done quite well on a diet of advertising revenue. Think TV, newspapers, magazines, billboards, etc. Not saying I would buy YHOO here- but if I had to invest in one internet company and had to hold it for 5 or 10 years- it would be YHOO. The Flea would be next on my list. People love that site for some odd reason. I'm not buying either one till they hit single digits. <g>