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To: Danny who wrote (110745)	10/18/2000 2:03:34 PM
From: Robert Rose	Read Replies (1) \| Respond to of 164684

Danny, I must disagree with you. ebay and yhoo are not performing in any consistent fashion <g> not because they are not fine companies growing earnings and revenues, but because these stocks have been way overvalued by any historic measure. I agree that yhoo's recent decline is compounded by the advertising issue, but the stock's correction has been taking place throughout 00, long before advertising revs ever became an issue. Of course it's happened even more dramatically in a lot of 2nd and 3rd tier issues. What's shocking is that it's so dramatic in the 1st tiers now. The scary thing is that if the market decides to value these stocks by traditional measures, we still have a long ways to fall. Needless to say, as one invested 45% in new econ stocks, I dread that prospect. Just trying to be realistic. I still see a lot of "buy-the-dips posts," more on Winners than here, perhaps. All I can wish for such folks is that they have allocated their assets such that a significant fall from here does not damage their lifestyles. Regards, Rob

To: Danny who wrote (110745)	10/18/2000 2:27:18 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

Let's make a wishful thinking scenario: what if YHOO came out in cc saying that they saw no problem with the industry, and business will grow just like the past, do you still think YHOO would be 50 today? I think 120 is probably more likely. Danny, I do not own Yahoo but would buy if I had free cash. The slow down in advertising for Yahoo is shortlived in my opinion. I believe that the internet is a great advertising medium and much of the advertising will come from the "old economy" firms. Glenn