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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Funda who wrote (5759)	3/30/1998 4:17:00 PM
From: Pancho Villa	Respond to of 18691

>I wouldn't feel comfortable buying Yahoo at these levels, but I wouldn't feel comfortable shorting it either< Can't blame you! >Where does the valuation of Yahoo come from? Take a look at the ISDEX archives available on quote.yahoo.com . They have a valuation model based on the number of unique users visiting these web sites and have made a reasonable estimate about the amount of money that companies advertising on Yahoo might want to spend.< Reminds me of valuation models for biotech companies during the biotech craze years. >If you are short Yahoo, I wish you good health.< Thanks! Pancho

To: Funda who wrote (5759)	3/30/1998 4:21:00 PM
From: craig crawford	Respond to of 18691

<< I think it is instructive to study the rise and fall of Netscape. >> YHOO and NSCP are two totally different animals. I don't think comparisons between the two are valid. << NSCP also climbed to astronomical heights and it has taken almost 2 years and major competition from Microsoft to bring their stock price down to a more reasonable level. >> There are major differences between the way NSCP rose and the way YHOO's stock has risen.