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To: Don Mosher who wrote (34074)	10/30/2000 2:13:30 PM
From: Apollo	Respond to of 54805

Don....Project Network. I'd like to thank you for your hard work and eloquence wrt to the Yahoo report. Since I was one of those who suggested you summarize your reports (for those of us with Day Jobs and other time commitments <g>), I want you to know that I appreciate your efforts. Having read your "executive summary", I can say that I have a little better appreciation of network effects, and a much better understanding of Yahoo. I especially appreciate that you were able to weave together concepts and thinking from different sources. I know that took a lot of time. I can see how some might feel your report was overly exuberant. I had the same sense from your WIND reports. I think you are exuberant about Yahoo, and when mixed together with your writing skills and thoughtfulness, well.........it just comes out giddy as hell. <g> I will say, in honesty, that I didn't appreciate much in the report as to the negatives, actual or perceived, or to pitfalls. So, as a so-called Thread Elder I would like to: 1. Thank you for your hard work and contributions, and would hope that you will continue to give to this thread as you so generously have already. 2. Thank you for the summary, which I think is important. 3. Encourage you to phrase your comments, particularly when featured as part of a "Report", to be as objective and even-handed as possible. I think the positives in the Y! Report were accompanied by high and multiple superlatives, and the negatives seemed to be unstated, or understated. But on the whole, understand that this and other contributions are highly valued, and my comments are simply constructive and meant to refine. I agree with UF about the need to be or articulate in a way that is objective, especially the Report formats. For example, I find Tinkershaw's posts this past week on Rambus to be exciting and persuasive. For the last week, I've had trouble trying to determine if I like Rambus because of the fundamentals, or because of Tinkershaw's persuasive writing prose. Same for you........after reading your WIND report, I was ready to sell my child and invest the proceeds in Wind (hey, just a bad joke), so excited was I by your writings. So, this may be what UF is getting at. Your power to persuade, by your intellect and writing skills, may blind impressionable investors to the raw facts on which you are reporting. Thanx again, Apollo

To: Don Mosher who wrote (34074)	10/30/2000 3:00:54 PM
From: freeus	Respond to of 54805

Your report seemed ok to me. JMO Freeus

To: Don Mosher who wrote (34074)	10/30/2000 3:30:56 PM
From: areokat	Read Replies (1) \| Respond to of 54805

Don, I've been reading your report this week-end between fence building and extra day job work. Thanks so much for being the first with your PROJECT NETWORK report. Plenty to chew on and interesting information on Y!, a company I knew little about. I'm just sorry that Merlin wasn't around to read it since he is extremely interested in this project. But I'm also sure we will hear from him eventually. Now, back to my highlighter and pointees. Kat

To: Don Mosher who wrote (34074)	10/30/2000 4:25:41 PM
From: Uncle Frank	Respond to of 54805

>> First, let me say that I regret having to use a public forum to try to clarify our different interpretations of what I intended or did in my post. I believe that sentence to be disingenuous. If were sincere in your expression of regret, you would have stopped at that point and taken a different path to resolve our small disagreement. >> Nothing good seems to come from airing the dirty linen in public. Then it's apparent you began this process looking for something other than a good result, Don. Perhaps we can figure out what that is as I dissect your post. >> Please forgive me, Frank, but I believe that I need to quote the two sentences that you wrote to me in your e-mail, and my reply to you. I shall not forgive you for that egregious breach of Netiquette, Don. It is a basic tenet of internet communication that private messages are to be treated as privileged and not cited in public forums without prior agreement. There is good reasoning behind this. Not only is there is no way of verifying that a quote was accurate, though it was in this case, but as well, snippets from PMs tend to be selected out of context, as was the one you presented. So just to set the record straight, my PM comments were specifically directed at the closing comments in the following post, not the Project Network report itself. Message 14685334 Here's the portion I found offensive: >> If anyone remains afraid, uncertain, and doubtful about Y!'s future, then you may want to re-read the Network Hunt Report, particularly the section in Part III that discusses advertising and making money. After reading it, if the investor in you still feels the same way, then please do not buy Yahoo!. Y! will survive and prosper without your investment and certainly without me to argue the merits of its investing case. The implications are that 1. if you disagree with your conclusions, you didn't understand the presentation and need to read it again. 2. Don Mosher can predict without reservation the future prosperity of Yahoo and its investors. >> I certainly hope that I am not guilty as charged. I haven't charged you with anything. I simply expressed my displeasure about your wordiness, lack of objectivity, and claim that you can predict the future. Aha! I seem to have stumbled on the "no good result" you were seeking - a trial by public opinion. The last time a threadmate turned a private discussion into a trial, it was detrimental to this board. It's unfortunate that you seem to have chosen the same maneuver. uf

To: Don Mosher who wrote (34074)	10/30/2000 7:32:44 PM
From: sal99	Read Replies (1) \| Respond to of 54805

Don-- As a longtime lurker, I have to say that yours is the most mature post I've ever read. As you say, Uncle Frank is in most cases a great thread monitor, but could have been a little less harsh in his reaction to your report. Thanks for not starting a food fight with a reaction to his reaction. --Sal

To: Don Mosher who wrote (34074)	10/30/2000 9:49:15 PM
From: Seeker of Truth	Respond to of 54805

Don, I'd like to toss in my two cents. When I began to read your writeup about YHOO I thought, "what an amazing company!". I further thought, how nice of Don, how altruistic of him, to spend all that time digging up all that material for a report that will make us all much richer if we buy YHOO, right now. I still think it was very nice of you, and very altruistic. There is no characteristic of human nature that I admire more than altruism. But I have to be honest. After a while, I began to get my usual counterreaction to enthusiasm about a stock. Your account was most lyrical; I didn't get the calm feeling of objectivity. I finally decided that I wouldn't touch YHOO stock, until I hear the other side. There's an old Chinese proverb, "If you hear just one side, you're in the dark. If you hear two sides then the light comes." I felt that you were carried away by your enthusiasm. Whether you're right or not I can't say of course. I know you weren't consciously trying to "sell anything". I'm sure Uncle Frank also understands that you were trying to help, not to sell. But the glowing words that appeared were something a promoter might kill to be able to come up with. I sincerely hope I have not hurt your feelings. With age I acquire if not a passion for objectivity, anyway a counterreaction to enthusiasm. All the best to you. Malcolm