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To: Bill Harmond who wrote (113861)	1/1/2001 10:57:10 PM
From: craig crawford	Respond to of 164684

People made the same argument about C$CO in 1994 when it hit a bump in the road and it's stock was down 50%. Obviously the C$CO story only got sweeter as time wore on. Just use YHOO instead of C$CO in this post from 4-97 to sum up my current thoughts. Message 1266583

To: Bill Harmond who wrote (113861)	1/2/2001 12:13:27 AM
From: GST	Respond to of 164684

I see "A company with Yahoo's scale doesn't suddenly drop of from that curve for long. You don't stop a tornado." That is some pretty impressive analysis - I can see now why it is so easy to dismiss all the other analysts and silence anybody who questions you. The core logic seems to be that it won't grow at 20% because it can't -- it is a tornado and tornados grow at 50% -- impressive.

To: Bill Harmond who wrote (113861)	11/13/2001 6:14:09 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 164684

see next

To: Bill Harmond who wrote (113861)	11/13/2001 6:21:05 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 164684

16:06 ET BEA Systems (BEAS) 16.99 +0.77: -- Update -- Reports Q3 earnings of $0.06 per share, $0.01 better than the consensus estimate; reports Q3 revenues of $219.6 mln versus the consensus estimate of $220.0 mln; in Q4 expects to take a pre-tax charge of approximately $15-20 million, associated with the work force reductions.