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To: DAVID BANISTER who wrote (3470)1/7/1999 8:54:00 PM
From: Gary105  Read Replies (2) | Respond to of 19700
 
David, agree very much with your macro-analysis. I'm expecting it to equal todays Yahoo cap in about 3 years - or a potential 10 bagger over 3 years. But my analysis is very macro. Do you know of anyone who has done a more detailed analyis of valuation? I'd be happy to work with other thread members on this. Earlier one of the thread posters compared one of their companies to Exodus which alone has a cap of well over $1B.

Gary