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To: DanZ who wrote (47658)4/10/2003 9:10:43 AM
From: Larry S.  Read Replies (2) | Respond to of 53068
 
YHOO, EBAY, and, to a lesser extent AMZN, remain Internet darlings, but business that are actually working. The craze of the internet stocks in the late 90s was the potential for these companies to grow into industry leading future businesses. YHOO and EBAY are accomplishing this. While the valuations are certainly rich, obviously the market feels they are justified. MTXX is just not that exciting a concept, (nothing personal)
here is 2 year comparison chart: finance.yahoo.com
max: finance.yahoo.com
mebbe you should swap your mtxx for these hot net stocks ggg



To: DanZ who wrote (47658)4/10/2003 9:17:27 AM
From: Ron McKinnon  Read Replies (1) | Respond to of 53068
 
MTXX vs YHOO

as TT says, it's just a matter of time and price

over 3 years YHOO is down 90% while MTXX has fallen 20%
18 months YHOO -50%, MTXX +15%
1 year YHOO +60%, MTXX -20%

all the above appox

the question is were either of them good holds over 2-4 years?
and now are they buys or holds or a sell today?



To: DanZ who wrote (47658)4/10/2003 9:25:35 AM
From: Kelvin Taylor  Respond to of 53068
 
So far the price action in YHOO in pm is +4% after -4% yesterday. no drop mean the news better than expected or it was already priced in?
The market will decide on if YHOO is worth more or less, but considering the focus now on the economic numbers(not very good so far)stocks may tend to fall from current levels.
the DOW is -5% on the year and also about -5% from the recent high on march 21, but +8% off the low on march 10. what will get the averages out of the trading range(up or down)?



To: DanZ who wrote (47658)4/10/2003 11:37:21 AM
From: pz  Read Replies (3) | Respond to of 53068
 
Dan,

Huge difference between YHOO and MTXX. YHOO has growth potential...MTXX is close to the point of market saturation (and I'm sure we'll disagree on this.) MTXX also has and will certainly have formidable competition with QGLY this summer when they come out with a competing product. Another thing about MTXX...it basically makes money 2 quarters of the year during the cold season.

I just can't see the growth potential in MTXX, which is why I bailed a couple of years ago. Good thing too...since it's still close to where I sold it.

Paul