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To: Phillip C. Lee who wrote (16467)12/29/1998 9:08:00 AM
From: Reginald Middleton  Respond to of 27307
 
<Internet is just a beginning of booming age where YHOO is one of the
leaders. With its growth potential in internet with 60+% annual
growth, YHOO will reach billion $ revenue in a couple of years.>

How can you measure annual growth with only two year of data?

I agree that the Internet is the beginning of a booming age, but AOL/NSCP and MSFT are much better suited to to take advantage of this boom. Suppose AOL/NSCP and MSFT put proprietary features in their browsers that only work with their content. Yahoo will have problems, since they do not have their own browser technology or content. They

I hope you don't think this scenario is far fecthed, you should see the amount of active X, COM and DCOM on the MSFT sites. If you know AOL, they are the kings of proprietary, and they just bought the number two browser.



To: Phillip C. Lee who wrote (16467)12/29/1998 9:32:00 AM
From: Smart Investor  Read Replies (1) | Respond to of 27307
 
If what you and many bulls are right about YHOO's growth rate, why only 6% quarter-to-quarter sequential growth in earning? Some YHOO bulls mentioned 0.27/share this quarter, let us hope YHOO can make 0.27/share! It is really a scam. On one hand, you say it is growing very fast, then you put a earning estimate only 6% above last quarter's earning number.