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To: Bill Harmond who wrote (110415)	10/13/2000 11:54:06 AM
From: microhoogle!	Respond to of 164684

Now you are becoming a value investor <g>

To: Bill Harmond who wrote (110415)	10/13/2000 1:20:05 PM
From: GST	Respond to of 164684

William: Good luck.

To: Bill Harmond who wrote (110415)	10/15/2000 11:10:57 AM
From: swimmygoof	Read Replies (2) \| Respond to of 164684

>> Yahoo has $16 per share in cash...that's under $40 for >> Yahoo. Wow, what a colossal blunder. Yahoo has less than $2 billion in cash, and more than 500 million shares outstanding. That gives them well under $4/share in cash! Does that change your investment thesis?

To: Bill Harmond who wrote (110415)	10/17/2000 12:34:39 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

>Bought DoubleClick @ 11 3/8 at the open. To show you how rediculously cheap this is, Gee Bill, I go out of town for a few days, and nothing has changed. Your just a buying machine...what else can I say? Btw I just spent the last few days at the Owens graduate school of business at Vanderbilt University. They have one of the leading e-commerce programs in the country. They use you as a role model to determine what companies are superbly managed, and execute flawlessly.

To: Bill Harmond who wrote (110415)	10/17/2000 7:05:01 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

>The latest downturn, which comes a day ahead of America Online's (AOL:NYSE - news) scheduled release of fiscal first-quarter financial results, continues the Net-stock slide that started in early September. The steep selloff has Net investors trying to decide what might be left standing when the selling eases. Judging by the market action, so far they're coming up empty. Skidding Tech stocks skidding since Sept. 1 Among the big losers Tuesday were AOL, down nearly 15% to $44.86 in afternoon trading; Yahoo! (YHOO:Nasdaq - news), down about 12% to $48.69; Disney Internet Group (DIG:NYSE - news), down 15.4%, and Internet service provider Prodigy Communications (PRGY:Nasdaq - news), down 12.5%. Online advertising stocks got hit hard, too: CMGI's (CMGI:Nasdaq - news) Engage (ENGA:Nasdaq - news) fell 17.2%, and 24/7 Media (TFSM:Nasdaq - news) lost 20.6% of its value. Internet investors may have thought they swallowed all the bitter pills in the medicine chest after the huge decline in technology stocks this spring. But once-ignored questions about profitability and growth prospects for Internet-based businesses have taken root, further dimming the outlook for these once promising stocks. Now, with a looming ad-spending slowdown sending these stocks plunging, the question is, When will it stop?