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To: Uncle Frank who wrote (289)	7/30/2002 8:22:54 PM
From: Eric L	Respond to of 562

re: Aloha Curbstone on AOL Ahh! There it is. Way back when, DaveMG asked: I'm happy for all of you who've made fortunes on AOL and YHOO. Is it the opinion of this board that those companies are Gorillas or Kings? To which Aloha Mike responded: They are some bizarre type of hybrid, I think they resemble a winged, flying gorilla wearing a crown and tutu, swinging a little wand with little sparkly dollar-signs coming out. Message 8773731 ... and in the exchange that followed I said: I think Curbstone described AOL (and Yahoo) perfectly. I will consequently stop trying to classify them further. The four horsemen are easy. The "Internets" a whole new species that will probably be the subject of Geoffrey's next book. <g> I got that one right at least. <g> Low and behold, 6 months later we had "The Godzilla Game" ("Investing in the Internet"). In the Revised Manual Geoff opened Chapter 12 with the statement: Since the initial publication of this book, Internet stocks have appreciated in value in unprecedented ways. At the time of this writing America Online is valued at $130 billion, Amazon.com at $30 billion, Yahoo! at $38 billion, and eBay at $21 billion. Today America Online is $48.47 billion but the company today incorporates Time Warner, which it did not when Geoff made the above statement since the marriage took place in 2001. Yahoo today is capped at 8.006 billion and eBay has held up surprisingly well all things considered at a 15.4 billion market cap. Ahh! Nostalgia. Best, - Eric -