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Technology Stocks : Overture (OVER) formerly (GOTO) -- Ignore unavailable to you. Want to Upgrade?

To: brk who wrote (11)	12/13/2001 8:38:22 PM
From: Ryan Bartholomew	Read Replies (1) \| Respond to of 429

Thanks, brk. I must say, I did call this quite precisely from the start. Go back and read through all of my old posts, including on the old OVER (GOTO) board at Subject 28984 Interested in what I think will happen next? Well if you didn't see, Meisel just announced after the close that Overture will beat next quarter estimates by a "meaningful" amount. Given what I know about the volume of traffic Yahoo generates, my guess is that the new agreement is going to vault Overture's earnings into the stratosphere. I am thinking they will earn $1.50 to $2.00 per share in 2002, and with a modest P/E of 30 (quite low for a rapidly growing company), that would put this stock at a fair value of $45 to $60. I look for it to hit this range over the next several months.