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To: dennis michael patterson who wrote (35073)1/15/1999 1:15:00 PM
From: IceShark  Read Replies (1) | Respond to of 164684
 
dennis, you mind explaining that comment by AJC a bit clearer?

Regards, Ice



To: dennis michael patterson who wrote (35073)1/15/1999 1:19:00 PM
From: Mark Fowler  Read Replies (3) | Respond to of 164684
 
as market share and other measures of market dominance.<<

I agree with this.

I bought Yhoo because it's close to the bottom of the trading range it has correct over 30 percent.



To: dennis michael patterson who wrote (35073)1/16/1999 4:38:00 PM
From: llamaphlegm  Read Replies (1) | Respond to of 164684
 
<<<mark, AJ Cohen in her San Jose speech just said that the usual criteria for valuaing
path-breaking technologies like the net and net companies are not as appropriate as
market share and other measures of market dominance. Hmm.>>>

dmp

your cognitive filter is remarkable

your quote was in response to a question:
"when if ever will we ever see realistic valuations on internet companies?"
she also said in response to this question,

we've seen this before with biotech stocks, gold, oil, and for those who remember the 50's mania -- household appliance companies -- for someone whose firm just took ebay public and is about to do the same for bks.com among others, her reply was remarkably candid