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To: dennis michael patterson who wrote (10999)7/21/1998 9:05:00 PM
From: Marty  Read Replies (3) | Respond to of 164684
 
You're right, Dennis, the fundamental analysis doesn't work in this case. This is a whole new ball game and the old way doesn't work any more. The shorts used to make the same "overvalued and unjustifiable capitalization" on YHOO some 150 points ago.

Regretfully, I sold out with only great profits and not stupendous ones that I could have had if I only had not considered what they said, at least some degree.

There is a whole new set of criteria here that is not that well known or accepted yet, having to do with number of site hits or something like that. When we get what that should be we will be able to assess these companies better. But with the web usage doubling every 90 days world wide, I like your bet.