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Technology Stocks : Broadcast.com (Acquired by Yahoo) -- Ignore unavailable to you. Want to Upgrade?

To: George Martin who wrote (1127)	4/2/1999 4:21:00 AM
From: B. A. Marlow	Read Replies (2) \| Respond to of 1260

You look Maahvelous, George! One thing's for sure: YHOO's building an empire, and GCTY/BCST are just the beginning. Consider YHOO's market cap in $35B range vs. AOL's in $140B range. That's a 4:1 size difference and a gap YHOO wants to close. YHOO obviously intends to remain "open," an advantage over the bulk of AOL. So the current price targets for YHOO ($250-300) may be revised due North sooner than you think. It has the (stock) currency to buy accretive growth and it's taking big fish. Segment-by-segment, YHOO's game plan's taking shape; there's no end in sight. A number of streaming media "players" out there, George. RNWK obviously a winner. (Long RNWK.) Looking at some others but it's a mixed bag. Since you asked, there just so happens to be one company with your name on it: AXC. (Long AXC.) This company's been around for over 50 years, has at least a thousand patents and invented the video tape recorder in the mid-1950s. A great new story's emerging at AXC, and it includes first-mover initiatives in the vast and unexploited territory of Net "narrowcasting." Best of all, you won't find a more affordable old tech/new tech/Net play. Promise. As a bonus, AXC's SI thread is arguably the most civilized and well-informed of any I've encountered. Why not visit and learn what's going on? Here's the link (usable by non-members): Subject 15578 BAM