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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Smart Investor who wrote (16855)	2/24/1999 11:10:00 AM
From: Claude	Read Replies (1) \| Respond to of 74651

First post including a link - hope it works properly. This release on the international capabilities of Office 2000 seemed interesting. biz.yahoo.com Claude (rhymes with TOAD)

To: Smart Investor who wrote (16855)	2/24/1999 11:46:00 AM
From: Kevin Podsiadlik	Read Replies (1) \| Respond to of 74651

I think you are insane to buy YHOO at the current price. Do you know that the insiders are unloading their shares at your expense? I said before that internet shops will be a dime a dozen in a couple of years, and it is happening now. Selling ads will not make YHOO worth 30-40 BILLIONS! MSFT is growing as fast as YHOO and is more dominant in its business, but its P/E is only 1/20 of YHOO. If you look at P/S, YHOO is even more ridiculously overvalued. All well and good, except... except many people were making essentially the same arguments ("Selling ads will not make YHOO worth 3-5 BILLION!") at this time last year. What is it about today that makes the arguments that were so astonishingly wrong 12 months ago suddenly right? How can the big guys like YHOO and AOL collapse (and here I mean on an Internet scale, where a 33% drop can be reversed in a week) when even the nonentities like EGGS are continuing to survive and even thrive?