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To: Don Westermeyer who wrote (2136)	10/23/1997 4:57:00 PM
From: David A. Stern	Read Replies (2) \| Respond to of 27307

Don, Isn't it remarkable that YHOO bulls are ignoring the Microsoft announcement? I understand it was buried underneath the DOJ acitivity, but evil-Bill has repeatedly stated that MSFT's future is as a media company. This space is all about being the hub of new media. I expect MSFT to make a major effort here. Who was it who said "pioneers are the ones with arrows in their backs"? Whoever it was understood that a lead in early adopters doesn't get you to mainstreet; real resources do. YHOO is neither self-generating them, nor do they have the concerted backing to take on the gorillas eyeing their porridge. Again, the question is not if, but when. LOL to all, David