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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: Doug Fowler who wrote (25759)9/4/2000 4:51:34 AM
From: sunny  Read Replies (1) of 27307
 
Doug

one can argue about stock valuations in general as you do. look at some other companies like sunw, csco and orcl that trade at PE's north of 60 to 70 and grow at some mere 20%. They have always been "expensive" since they are market leaders. That's what Yhoo also is supposed to be. Yhoo growing at 100%+ and trading at a PE of maybe 500 doesn't look too overvalued in this context.

The game is all about leveraging your market position. And i guess that's what Yhoo will perfectly do and already does.

Maybe CPM will decline. Maybe they won't (deu to the market shakeout the ad space did and will decline so the bid/offer ratio rather will rise than decline).
Compared to other media the internet CPM is already a lot cheaper (and don't talk about effectivity of banner ads - I don't look at print ads and TV ads at all).

I think Yhoo may be testing the 100s again. Maybe the 90s. But 90 will be the absolute bottom. Then it will rise again and suddenly every analyst will be praising their market position in the fastest growing worldwide market.

Just wait and see. In the mid run these prices of <110 will be considered cheap. Very cheap indeed.

Regards
sunny

Disclaimer: I don't have any position in yahoo nor ever had.
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