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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (9042)	11/23/1997 4:10:00 AM
From: Bill Wexler	Read Replies (1) \| Respond to of 18056

<<YHOO has only "domestic" competitors (they are in essence an avdvertising agency) and that their income is on an extremely rapid growth curve, the ridiculous PE of today and the ridiculous price to book, may not make much of a difference one they earn $2 bucks/shares in about 24 months. Their revenues are going to increase very rapidly because the number of users is increasing extremely rapidly, that is not going to change because of the events in Asia. >> <<If you want to short something, short a stock in which expectations have been overbuilt and there is a good chance of a negative surprise.>> I have. It's called Yahoo.