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To: Dell-icious who wrote (36392)	1/24/1999 5:58:00 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 164684

If china devalues that puts downward pressure on wages around the world. It effectively devalues labor. American consumers are workers, too. Sure a lot of us are employed in services, but we can't save the economy by giving each other haircuts. A devaluation from China would cause another round of competitive devaluations around the world, and lead to stresses in free trade (like Clinton spoke to in the State of the Union), perhaps tariffs to save our industries. Smoot-Hawly redux. Anyone earning a manufacturing wage or carrying debt will be stressed immensely.

To: Dell-icious who wrote (36392)	1/24/1999 7:46:00 PM
From: Glenn D. Rudolph	Respond to of 164684

The Internet Capitalist SG Cowen Internet Research 10 same as the current basic service, for WebMD's subscriber package for new physicians and other healthcare professionals and the CompuServe service. WebMD's basic service offers physicians a comprehensive suite of Internet products including a virtual office with real-time insurance verification and referral authorizations, unified messaging and telephone-based patient test results; customized Web sites for physicians; competitively priced supplies and over one hundred Continuing Medical Information courses. Of the vast healthcare professional universe (more than 700,000 physicians alone in the US), it is estimated that only 30%-40% are using the Internet in their practices today. WebMD and CompuServe plan to deliver a customized Internet software package that brings physician subscribers to the WebMD portal front page and service, as well as providing all of CompuServe's content offerings. As part of the joint service, CompuServe's Instant Messenger Service will provide physicians and other healthcare professionals with the means to set up Contact Lists of their colleagues and communicate with them instantly online, making routine queries a much easier process. Together, this will represent a comprehensive end-to-end Internet solution for this large, professional market. This concept of providing customized service to large professional communities could be a key driver of CompuServe's growth over the next few years, as the Internet takes on increasing importance in virtually all professional industries. Yahoo! Yahoo! Logs Another In A String Of Great Q's Yahoo reported fourth quarter results last week, besting our high-on-the-Street earnings estimate of $0.17 by $0.04 and consensus by $0.05 (these numbers exclude the impact of amortization and one-time charges). Yahoo! posted EPS of $0.21 per share (up 68% sequentially) on revenue of $76.4 million (up 204% y/y and 40% q/q) versus our $65 million top line estimate. Once again, Yahoo coupled fantastic revenue growth with great expense control, lending even more weight to our belief that this is one of the most scaleable and potentially profitable business models out there. Sure, the company re-iterated their adherence to their 30-36% target operating margin range, but that's for 1999; 2000 and beyond could be (and by all indications should be) a very different profitability story. Perspective is in order, as well, in remembering how far we've come; one year ago, Yahoo! was sporting negative operating margins. Fast forward 12 months, $45 billion in market cap, and 35.8% points in operating margin, and you've got one of the strongest financial profiles around for a public company. We know we keep repeating the same cant you've heard before when we suggest that Yahoo! is a Blue Chip Internet stock, but in a market environment like this one, being in the best Internet names out there means protecting yourself on the downside as well as providing nice upside. Yahoo!'s Q4 performance, like many quarters before it, force us on the sell-side to pick up our jaws, reflect on the quarter, and once again increase our expectations for Yahoo!'s performance going forward. To this end, we are raising revenue for 1999 by $52 million to $368 million, a 16% increase from our previous estimate of $315 million. Our 1999 EPS goes to $0.75 from $0.60. For 2000, we are increasing our revenue to $500 million from $425 million and flowing that