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Non-Tech : Philip Morris - A Stock For Wealth Or Poverty (MO) -- Ignore unavailable to you. Want to Upgrade?

To: Ralph Bergmann who wrote (3608)	4/8/1999 10:40:00 AM
From: Duker	Respond to of 6439

Look at this yhoo mktcap 40 billion, sales 200 million PE 2000 You forgot to add in the powerhouse acquisition of BCST ... $23mm in trailing revenues, $16.8mm loss ... worth conservatively $5.7Bn in Yahoo Money ... This should be accretive in a year ... even though they paid with infinite market cap money .... Yeah, it looks cheap here. You also have got to believe that AOL is cheap here. Clearly, it is the type of business that is worth more than KO. Consider the potential of this transaction: If AOL increases (or, when in this market) another 22%, its market cap will be equal to the combined market caps of Time Warner, Disney, News Corp. and Tribune. They could do a one-for-one stock deal and buy all four companies in a grandiose merger of equals. Don't get too excited. I am pretty sure that Major League Baseball will have a problem with this, however; the entity would own the Braves, the Angels, the Dodgers, and the Cubbies. What a ridiculous market! I would sooner smoke 20 packs a day of Camels before I invested in one of these hyped-up internet things! <VBG> --Duker

To: Ralph Bergmann who wrote (3608)	4/8/1999 9:50:00 PM
From: Demetre Deliyanakis	Respond to of 6439

Maybe the solution for MO is to buy a stake in yahoo. This would do wonders for MO's public relations. CNBC could do a positive spin on MO as a high tech play. They could say things like "MO will distribute cigarretes on line to under age smokers" Is it just me or are any of you getting tired over the internet hype. I find it comical that CNBC yesterday was gushing over Yhoo's latest earnings report. It seems to me that Yhoo could save money by hiring CNBC to do their investor relations for them. Why was there no comment that future earnings would be diluted by the acquisition of Geo cities and Broadcast.com? What is the world coming to when a stock that may earn 45 cents this year is trading at over $200? Hopefully sanity will return to the market in the next few years.