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eBay has continued to show amazing growth rates
bringing in REAL dollars. I would not be surprised to see it continue to
grow at those rates for the next few years.
YHOO on the other hand, I just don't get.
Granted I haven't looked thru all of Yahoo's services (they are fairly diverse),
but I can't see them morphing into any kind of real info-tainment
outlet that would produce the kind of growth rates required to support
a high PE. They do have some businesses that bring in real revenue.
I just don't know where the growth will come from.
Kent Rollins
----- Original Message -----
From: <A
title=mar.ko@xxxxxxxxxxx href="">Mark Simms
To: <A title=realtraders@xxxxxxxxxxxxxxx
href="">RealtradersList
Sent: Thursday, April 10, 2003 9:25 AM
Subject: [RT] Dan Sullivan goes bullish
and goes long both EBAY and
YHOO despite 3-digit PE multiples !
Anyone think this guy is wrong
this time around ?
He's got a terrific long-term
record.
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