Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Gary Walker who wrote (22909)	10/24/1998 10:46:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

So how far do you think this irrational stuff will carry on? gw, I wish I had a clue but I do not:-( Glenn

To: Gary Walker who wrote (22909)	10/24/1998 10:57:00 PM
From: Bill Harmond	Read Replies (5) \| Respond to of 164684

Gary, Over the last four quarters Yahoo's operating margins have gone from roughly 7, then 11, then 22 then 32 percent. In one year Yahoo has gone from break-even to Microsoft profitability while selling out less than 1/6 of its daily inventory. We all know about myriad hopeful fanciful claims made over the years about the "next Microsoft." Yahoo's it. The opportunity, the global scale, the market dominance, the network effects, the operating leverage, the profitability, the cash-generation, and the increasing returns...all the key drivers of the Microsoft story are already Yahoo's story in 1998. Yahoo is robustly on it's way to becoming a centibillion-dollar company. If it looks like a tornado, twists like a tornado, roars like a tornado, kicks up debris like a tornado, flattens all obstacles like a tornado, it's a tornado. This ain't no mirage.