Altaba Inc. (formerly Yahoo) Message Board

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Technology Stocks : Altaba Inc. (formerly Yahoo)

AABA 19.63

0.0%

Nov 6 4:00 PM EST

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To: HG who wrote (15904)	12/5/1998 8:52:00 PM
From: Phillip C. Lee	Read Replies (1) of 27307

Happy girl, Well, actually YHOO executives are not sure if their stocks are over-valued. From fundamental standpoint, almost everybody agrees that all internet stocks are over-valued if compared to computer hardware/software companies. However, if we extend our view to two years from now on, then it may not be over-valued. My view on YHOO's market capital is fairly valued if YHOO could maintain its revenue and net margin momentum, which I believe they could accomplish that. If you look from other angle about internet stocks' aggregate market values, total of 100b, is still close to 1/3 of MSFT's. If all internet companies disappear suddenly, then all pc-related companies will be in deep trouble because most of home users are buying pc to surf on internet. With YHOO's revenue/net track records and internet promising future, I think I could bet on YHOO's current price with certain degree of confidence. But if with eBay or AMZN, then I have no such guts. Phil

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