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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Mark Fowler who wrote (2950)	11/12/2000 1:49:52 PM
From: 10K a day	Read Replies (2) \| Respond to of 57684

Shoot Mark. Where are you going to go? Advertising is a cyclical business. You either advertise when things are up. Or you advertise when things are down. And everybody is afraid. Where are you going to go? Are you going to go to AOL? Are you going to go to Global Mindshare? Give me a break. This is one company with Cross Cultural Ahha! You say Yahoo to somebody who speaks Hundreds of other languages....Brings a smile to their face. Can't even speak english. Just Say Yahoo!! Scream Yahoo!! and it brings a smile to their face.

To: Mark Fowler who wrote (2950)	11/12/2000 2:22:21 PM
From: 10K a day	Respond to of 57684

Here is what i would like to see Yahoo do. Snap up Ebay. Start an electronic Exchange (copy island to the letter) or buy Island for 2-3 billion dollars. Offer an alternative to Nasdaq trading [EXCHANGE]. with direct limit order trading to the public. (if they bought island have a goal Matching nasdaq volume in 3 years) OK i'm a dreamer. ...

To: Mark Fowler who wrote (2950)	11/12/2000 6:11:31 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 57684

I'm concerned. If the economy slows more from here, then will Yhoo's advertising revenues slow substantually? You see i don't know and the General market seems to have the same sentiments. Yhoo hasn't been tested over time, because it's a relative new company. Mark, There are two schools of thought and I suspect Bill knows this better than I. There are times where advertising spending increases due to a slow down in consumer spending. There is not enough history with Yahoo to make any conclusions in the medium. Glenn

To: Mark Fowler who wrote (2950)	11/12/2000 8:54:48 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 57684

These are great question and what you may need to add to your data base is that we often get a big pe expansion in the face of a mild earnings slowdown. Likewise, what we have just gone through is a severe pe contraction in the face of huge earnings growth year over year. Almost always happens. What will happen now? Who the heck knows, but if history is any gtuide we will turn things around as the economy slows and the fed loosens supply now. This is what we have been waiting for, maybe: geocities.com Larry warned me, but I didn't listen. Now we have done it: geocities.com The chart clearly indicates we rally very soon, with 2850 being the bottom. But everyone seems to think 2850 is the bottom, so it has to be some other number. Not a fun thought.