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: Bill Wexler who wrote (743)	6/16/1997 4:54:00 PM
From: Marty	of 27307

Short sellers are different than stock owners... there is no theoretical limit on the amount they can lose and the more they lose the more desperate and strident they become over how bad the stock is. THEY have figured out something that all the owners and would be owners for some reason can't figure out or wrongly choose to ignore. They resort to denigrating the intelligence of all those who like the stock and think it will go up and that turns out to be the rest of the investing public... they look at the same information and conclude you are wrong. You are not wrong, you are just looking at something that used to matter but this is a new industry with lots of other things that are terribly more important than the criteria you choose to apply. This is a whole new way of doing business! The benefits of being able to easily communicate with a tremendous number of people through a single, familiar, economical 'pipe' or way is well known to people who have things and services to sell. The ability of being able to get your message out to a tremendous number of customers, without having to 'link' with each one of them each time is tremendous and YHOO is one of the ones best positioned to profit from it. Yahoo has got some very significant things going for it... they are beyond the critical mass. What they have is NOT easy to duplicate. Why would any advertiser sign up with any service like Yahoo who could not already deliver the millions of viewers they can? Want to go through the learning curve with them? (Yahoo recently announced that they had a billion (!) hits) Why would anyone, like one of us, sign up with any other content provider who did not give us the range of destinations a smaller competitor offered? There are competitors, and there may be people who come up with better interfaces but there are more than enough new users to spread around. The old accounting formulas simply don't necessarily apply. For example, Yahoo's cost of adding a new customer is practically zero as is the cost of continuing maintenance! How does that effect the bottom line when you can get more revenue from advertisers with more Yahoos and your cost of doing additional business is practially zero? What about all the foreign business they have devleloped? They are the most recognized service in Europe. Your view that YHOO is not a billion dollar company is meaningless. . Experience hurts you when you try to apply them to companies like Yahoo. There are other things that are a lot more meaningful. If a long position goes against you, you should cut your losses and go on. Generally you accept of the basic wisdom that your judgement was wrong and you go on to the next case. You waste a lot of time and energy trying to convince people the stock should go up. It is POSSIBLE they know something you don't. Same idea shoould apply to the shorts. YHOO is a buy and forget.

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