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To: Bill Harmond who wrote (113804)1/1/2001 1:57:44 PM
From: GST  Read Replies (1) | Respond to of 164684
 
The only facing south is your stocks. I am still waiting to see your estimates for the "screaming buy" you mentioned yesterday:

"I think it's safe to invest in the leaders. I don't see how you could get killed over the intermediate term now.
Yahoo is a screaming bargain"

Lets see you analysis. Yahoo's pe far exceeds their forward growth rate -- what is your basis for believing they can hold their own in a downturn? What is an appropriate pe for yahoo? 20? 40? 60? 80? 100?



To: Bill Harmond who wrote (113804)1/1/2001 7:58:47 PM
From: Randy Ellingson  Read Replies (2) | Respond to of 164684
 
That would be cool. The company says they expect growth to be concentrated in the residential systems as opposed to "solar farms". You'd have joined the apparent future of distributed generation, and would be your own power producer, selling any excess generation back to the grid.

I have a perfect south-facing roof.