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To: American Spirit who wrote (45220)1/11/2001 7:37:11 AM
From: GREENLAW4-7  Read Replies (1) | Respond to of 57584
 
YHOO is telling the WORST CASE SCENERIO. Its obvious they know they will beat those #'s or they would never have given them out!! I also believe their is a nice area of safety in those #'s going into next year!!

In conclusion BUY YHOO in 2-3 days and hold through-out 2001 for double bagger!! They remind me of MSFT through-out the 90's they always downplayed to purposely BEAT the #'s.

YHOO is still brand name but could see 18-22 before bottoming!



To: American Spirit who wrote (45220)1/11/2001 11:28:06 AM
From: ThirdEye  Respond to of 57584
 
AS: I'm posting to you simply as a rep of whatever bullish sentiment exists here. Despite whatever bullish signs you perceive there is always the chance that unforeseen events can derail a "normal" recovery based on sound research.

The California energy situation could be one of these. PG&E is maybe 2-3 weeks from running out of cash. The credit market is closed to them. The rate hike recently approved is too small to make much of an immediate difference. This situation presents some uncertainty about power supplies. Not that CA is suddenly going to go dark, but as I'm sure everyone here realizes, the tech-based economy is largely centered there and utterly dependent on the presumption of uninterrupted power.

A dramatic event here could certainly delay some upside.