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

To: Glenn D. Rudolph who wrote (24599)	11/5/1998 5:19:00 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 164684

Yahoo is my favorite stock. I own nearly as much Yahoo as everything else combined, in deliberate violation of my 30% rule. Yahoo has simply grown into this weighting. In this monetary environment I don't have any concern about Yahoo's valuation. Yahoo is AOL without the ISP baggage, and Yahoo has a much larger global footprint. Yahoo is growing both top-line and bottom-line faster and has higher margins than AOL. AOL is a more stable situation because of the ISP business, hence my calling it the Mother of Core Holdings. However, I would personally choose Yahoo over AOL if I were forced to make a choice. P.S. You don't understand Amazon at all! :)