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To: Thomas C (Hijacked) who wrote (19447)	1/30/1999 2:16:00 PM
From: Dave Mansfield	Read Replies (1) \| Respond to of 27307

Thomas, I agree with you that the franchise value Yahoo has built up may be somewhat formidable, but the infrastructure point I take issue with. It has taken Yahoo several millions perhaps a 100 million dollars to build an infrustructure that the market is valuing at well over $35 billion. If this can hold up (which I believe it cannot) why would not plenty of others invest several million into such a venture that would ultimately be worth several billion? Ford could make a multi billion dollar company for several million instead of buying one such as Volvo with several billion in cash. Remember, no matter what anybody says on this board, Yahoo is not making anywhere near as much money as all these other companies mentioned here. And no long to my recollection has indicated when they believe Yahoo will. My little mind believes making money is important. Dave

To: Thomas C (Hijacked) who wrote (19447)	1/30/1999 6:36:00 PM
From: memflyken2	Read Replies (1) \| Respond to of 27307

"The more and more I think about it, the more I realize that the economics of Yahoo's business are excellent, among the very best in the world. As long as Yahoo continues to develop the community strategy I think they will continue their dominance." Don't mean to sound smart-assy, Thomas, but there is no way in the world anyone can describe the economics of YHOO's business as "excellent." Not when the basket in which they have put the major portion of their eggs in -- net advertising -- is so riddled with holes as to be for all practical purposes a sieve. I won't bore regulars, but there are abundant informational posts on this board -- informational, i.e. articles and commentary from other sources, not tired old bears like me -- that detail just what a disaster Net Advertising has been and continues to be... To have excellent economic prospects, you have to have figured out how to make money. With the notable exception of having figured out how to push its market cap to $38 bil, YHOO hasn't remotely addressed that issue yet.