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To: Robert Rose who wrote (119702)	3/8/2001 2:20:24 PM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 164684

<I wonder if William will be a good loser and admit that your cautions regarding Yahoo were worth discussing? I rather doubt it. > Not a chance but I have nothing further to say about it. William has confidence in his firms. Heis not wishy washy so the firm is fine. Yes it is about making money and clearly, William is waiting for better times. I suspect the fundamentals are fine as far as William is concerned. The market and environment is not. I do believe I understand how he looks at the market and the stock prices and he sticks with a firm unless there is a change in the business model or quality of management.