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To: H James Morris who wrote (116027)1/23/2001 12:41:11 PM
From: Danny  Read Replies (1) | Respond to of 164684
 
Yes, HJ. After some thought over the weekend, I did keep
AOL. But I sold JDSU, not AKAM. Hopefully, JDSU's earning
on Thursday will prove me right:)



To: H James Morris who wrote (116027)1/23/2001 1:37:26 PM
From: Danny  Read Replies (1) | Respond to of 164684
 
BTW, nice article. James. As for the pricing power,
I believe YHOO is one company with some great potential
here. If an AOL customer can pay extra $24 per year,
think about how much P/E YHOO would be if it charges
only $10 per member per year? My calculation model
says it would be around 20-30.



To: H James Morris who wrote (116027)1/23/2001 2:00:44 PM
From: Mark Fowler  Read Replies (1) | Respond to of 164684
 
I added to Cmrc.


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