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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: Alomex who wrote (5011)	12/23/1997 9:51:00 PM
From: Oeconomicus	Read Replies (1) of 27307

I expect substantial revenue recognition of Amazon, CDNow and ... Al, visiting from AMZN I see. Are you long this one too? Just thought you might want to know, it's looking like another disappointing Christmas for retail sales (according to retailers interviewed and the surveys quoted by the talking heads on TV). Perhaps you should adjust your expectations. Also, did you see the ABC News report last night about how Internet retailing does not seem to be living up to the high expectations for this Christmas? Unlike other posters, I don't enjoy seeing anybody (except maybe Jeff Vinik, lol) lose their shirt, so I hope you are hedging. Regards, Bob

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