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: FR1 who wrote (25741)	8/28/2000 9:06:05 PM
From: john defreitas	Read Replies (1) of 27307

franz, the bottom line it that YHOO is at best dead money unitl it reports in Oct. unless they can create some real news like a great wireless deal. if what Seymour says is true then i think it will be hard to find an internet analyst who will come out bullish at this time. Also while YHOO says they will meet numbers, they also said that they are not immune from the dot world and are working a little harder this quarter. this is very different than the Mr. Koogle who when question after this past quarter gave the impression they were not being hurt by the dot-com failures. regarding ICGE, did you see their cash burn rate? and as for CMGI which i am more long in than i care to admit has its own problems with Alta Vista. look at the saga in the U.K. promising unlimited time and then admit not having anyone signed up. How about the head of Alta Vista in the U.K. no where to be found to respond? CMGI has promised to have Alta Vista profitable by year end, can they? i have doubts that it is going IPO anytime soon. CMGI stock price has a lot riding on their CC when they report later in Sept. time will tell...regards, john

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