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To: Ron McKinnon who wrote (47667)	4/10/2003 12:17:39 PM
From: DanZ	Respond to of 53068

Were YHOO and MTXX good holds over the last 2 to 4 years? I guess it depends on your measuring stick. YHOO 4/99: $87 4/01: $20 4/03: $23 MTXX: 4/99: $10 4/01: $9 4/03: $7 S&P 500: 4/99: 1335 4/01: 1250 4/03: 870 Nasdaq: 4/99: 2540 4/01: 2115 4/03: 1360 YHOO was down 77% from 1999 to 2001, and down 74% from 1999 to today. MTXX was down 10% from 1999 to 2001, and down 30% from 1999 to today. The S&P 500 was down 6% from 1999 to 2001, and down 35% from 1999 to today. The Nasdaq was down 17% from 1999 to 2001, and down 46% from 1999 to today. MTXX did slightly better than the market averages and much better than YHOO over the last four years. However, it was down over that period. If your measuring stick is relative market performance, MTXX was a decent hold. If your measuring stick is absolute return, neither YHOO, MTXX, or index funds tied to the Nasdaq or S&P 500 were good holds. Are MTXX and YHOO good holds for the next 2 to 4 years? Based on the data in front of me, I'd say that YHOO is not a buy at the current price and MTXX is a good buy. At today's prices YHOO is overvalued relative to its expected growth and MTXX is undervalued relative to its expected growth.