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To: Bill Harmond who wrote (50176)4/14/1999 4:14:00 AM
From: H James Morris  Respond to of 164684
 
>>I don't know enough about Asia to be much help.<<
William, you don't know? I spent the last several days away from this thread and when I tried to read all to catch up. Your posts looked like you know it all.
If you don't trust me on that? Please go back and read them.
Ps
I don't know who knows more. Flip a coin. It's between you and Forrester Research.
Trust me on that.



To: Bill Harmond who wrote (50176)4/14/1999 4:18:00 AM
From: H James Morris  Respond to of 164684
 
>>I think Yahoo is the most undervalued big name in the sector,<<LOL
or Hehe?



To: Bill Harmond who wrote (50176)4/14/1999 4:44:00 AM
From: GST  Respond to of 164684
 
Wlilliam -- what about buying Yhoo by buying Softbank? Yhoo sure seems to be taking it to Asia. I don't know enough myself to have a solid set of picks. I think most of the early plays will be an extension of the U.S. action (ATHM for example). For what it is worth I will keep my eyes open -- and will warmly receive any input.



To: Bill Harmond who wrote (50176)4/14/1999 9:18:00 AM
From: Sonny Blue  Read Replies (1) | Respond to of 164684
 
Second tiers have their good runs of late. Yhoo, Amzn and Ebay have a lot of catching up to do.



To: Bill Harmond who wrote (50176)4/14/1999 1:04:00 PM
From: Greater Fool  Read Replies (2) | Respond to of 164684
 
I think Yahoo is the most undervalued big name in the sector, and it's my biggest position.

Do you think Yahoo is undervalued because of all the money they're going to make overseas or because of all the exposure they'll get to all the overseas investors?

GF