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To: BayTay who wrote (15138)	11/11/1998 7:42:00 PM
From: Glenn D. Rudolph	Respond to of 27307

43% income growth over a year? Does that justify P/E of around 280? Not in my mind but apparently in others:-) I am not long nor short YHOO. Glenn

To: BayTay who wrote (15138)	11/11/1998 7:45:00 PM
From: Smart Investor	Respond to of 27307

Another important issue people are neglecting is that MSFT is determined to compete with AOL and YHOO, especially YHOO. Look at news.com and links in this article. AOL derived a percentage of its revenue through individual subscription, and it is hard to MSFT to compete directly at this point. However, YHOO is a pure game of content, and that is where MSFT will be a real threat. Looking at the history of computer/information industry, nobody dare to underestimate MSFT. That is another reason all the rose sky-high extrapolation of YHOO revenue and margin stuff is way too optimistic.