Altaba Inc. (formerly Yahoo) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Altaba Inc. (formerly Yahoo)

AABA 19.63

0.0%

Nov 6 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Joe E. who wrote (16090)	12/18/1998 6:13:00 PM
From: Smart Investor	Read Replies (3) of 27307

You are correct to doubt the growth rate of YHOO and AMZN in the future. With more intense competition, I believe that the growth rate of YHOO and AMZN will slow down dramatically, which will lead to the collapsing of the stock price. I agree they will not go bankrupt, but the stock will retreat to a more reasonable level in the near future. I disagree with you on that AMZN should be worth less than YHOO. Even though both are way overvalued at the current price, I think AMZN is having a more sustainable model than YHOO. AMZN has more predictable revenue sources, while YHOO does not. When many of the companies currently pay YHOO to link their web found out that hey can do it cheaper or the ads on YHOO do not worth the money, they will pull out quickly. That is why I feel if AMZN is worth $50 per share as stated by the ML analyst, that YHOO is probably worth $25-30 dollar per share.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next