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Technology Stocks : Compaq

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To: Nilesh Parikh who wrote (88783)1/11/2001 11:44:27 AM
From: MeDroogies  Read Replies (1) of 97611
 
I disagree.
The IPO would be a disaster in light of YHOO's announcement. Look for YHOO to fall to 15/12 range and get bought by Disney.

YHOO is toast. They don't understand media, and unfortunately are a media company. AV, if they want to be successful, needs to understand this and be realistic about expectations. Should AV hold off on the IPO for 6-8 months, the ad market will revive and they will get their price. Now is just a bad time for AV to come out. Of course, it was a worse time 5 months ago, because the outlook was so grim. Now it's just bad because YHOO had f'ed up so badly, but the overall future for these types of businesses is still pretty good.
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