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To: SOROS who wrote (880)	1/11/1999 10:52:00 PM
From: Michael Ulysses	Respond to of 5300

biz.yahoo.com But Gami suggested that some of Wall Street's pros were looking in the wrong place for the much-anticipated downturn. ''Yahoo, AOL, Amazon -- these are good companies with good products and good management,'' Gami said. ''Don't focus on them waiting for them to blow up.'' But he conceded that the general upturn in Internet stocks had swept up virtually anything with ''Internet,'' including some companies with bad management and copy-cat business plans. Those stocks could be most vulnerable in a downturn, he said. The Internet sector also could be hit by a seasonal slowdown later in the year in both e-commerce and advertising, which usually peak in December, Gami said. ''That's a potential thing hanging out there that could hurt.'' --------------------------------------------------------------------------------