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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: Director who wrote (24519)11/29/1999 6:16:00 PM
From: Director  Read Replies (1) of 27307
 
This is why YHOO is not hot...

From Money.com

The big consumer Web stocks are too expensive now. They have market caps of $20 billion and more; decades of great expectations are already priced into them. That said, we think eBay and Yahoo!, in particular, are good businesses that take advantage of the Web's efficiencies. If Net stocks in general pull back further - say, a third or more from their levels of late October - these stocks are possible buys. So is Charles Schwab, which, while it isn't a pure Internet play, follows the trading pattern of Web-only brokers.

For now, business-to-business companies (B2Bs) seem like the better idea. They carry extreme valuations too, but they're smaller and more likely to keep posting triple-digit revenue gains. The companies we like best either get clients onto the Web or help them use the Web in their operations. In neither case are the B2Bs dependent on the execution of a particular Web strategy. They're merely selling the picks and shovels that prospector clients need to join the gold rush.

Let's see, a third or more from October's high? 110? 100? Maybe lower? Investors are getting smarter... don't fall in love with a stock.
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