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Technology Stocks : Altaba Inc. (formerly Yahoo)
AABA 19.630.0%Nov 6 4:00 PM EST

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To: fut_trade who wrote (23463)8/4/1999 9:35:00 PM
From: larry  Read Replies (1) of 27307
 
I am 60% in stock right now. Long term holding only includes QCOM and PCS, which I truly believe is a 2-3 bagger within 12-18 months. I am also daytrading MSFT and CSCO and making nice returns. Selling lots of Q naked puts plus selling nuts into any rally.

I don't think AOL and YHOO! will drop 50% from current level. IN worst case, no more than 30% from current level. Of course, if any one misses quarter, then all bets are off...or inflation really picks up and we are into a bear market...then these two will lose 50% with ease.

larry
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