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To: santhosh mohan who wrote (2925)11/18/1997 2:53:00 PM
From: LRS  Read Replies (4) | Respond to of 27307
 
Looking for people's opinions on the following:

Everyone makes a big deal about the search engines becoming profitable. LCOS crushes earnings estimates a la YHOO, and the stock is down. I realize that it has run up in the past few days, but come on, now we have profits! And on top of this, one would expect that LCOS (or even XCIT) with profits should be priced at least at half of YHOO's Price/Sales ratio (not one fifth of it).

I am actually not being facetious. Any thoughts........bulls/bears...all opinions welcome.