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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 (25779)9/8/2000 5:01:53 AM
From: sunny  Read Replies (1) of 27307
 
Doug

one of the economic principles that i learned is that prices are made by getting offer and demand in an equilibrium (forgive me if i cannot express myself as well is i liked too since english ain't my mother language).

and the demand for ad space will definitely increase in the future with the entering of the old economy companies. and ad space itself will shrink by the ongoing consolidation. sop actually i don't think ad prices will sink that much.
another factor: look at traditional ad prices. i'm kind of close to the topic and i don't see any (at least over here in Europe) dramatic declines in ad prices - be it TV or print. rather the contrary.

third point: prices of commodity products will rather decline than those ad prices. like products as PCs, harddisks did. database software did. ERP software did. routers did. switches and hubs did and will. but think about the companies behind that. how did the ones like VRTS, SEG, DELL, ORCL, CSCO etc. all perform? they are leaders like YHOO. And they have and had to fight really dramatic erosion in their product prices.
fourth none of the above companies IMO even had the opinion to scale and leverage their business model as YHOO does.

So while celebrating your short position i would urge you to think about that bigger picture. that exists.

i restate my opinion that YHOO won't fall noticeable below 90 even given the weaken market sentiment towards its shares.

regards
sunny
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