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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Jack Luo who wrote (9921)	4/5/1999 11:59:00 PM
From: Les H	Read Replies (1) \| Respond to of 99985

YHOO's whisper number is .10 versus .08 consensus on earningswhispers.com. The volume increase on the nets have really picked up. A couple I own have seen 5- and 10-fold volume increase today.

To: Jack Luo who wrote (9921)	4/6/1999 12:09:00 AM
From: bobby beara	Respond to of 99985

So Jack, you a Burger Fan -g- I like mine with everything, kind of like the Carl's ad with it all over your face -g- I leave the horny cow to death sphincter -g- I did that chart over the weekend, it was not updated today for the 4.26% surge. I don't know the exact make-up of the fund, but i do know he owns a lot of MSFT, my guess is probably aol and sch also (just a guess) I have been watching both the amzn and yhoo chart and they are very reminiscent of the CCI chart of last april - july (now C) which turned out to be a disastrous spread double top for CCI. The mega netpo's are watering down the mix and i believe we are starting to see cannibalization of each others low barrier of entry business models. Also bringing on lots of net stock supply. Now that the STREET has endorsed the nets and they are no longer a mania, the will have to be valued by some sort of yardstick. Thats earnings. I believe the free lunch in net stocks is over and it ain't even burgers, they eaten each others businesses like pac man. I ignored Bradely to my detriment on the 24th, not this time. bb