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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: White Shoes who wrote (970)7/15/1997 4:10:00 PM
From: William T. Katz   of 27307
 
Hey GS, WDC is providing a windfall for me so I'd like diversify by having 40% short, 50% long, 10% cash positions. YHOO and AMZN look like good shorts to me, as do SGI and AAPL. I'll keep maybe $50k in WDC but will also look long at some DVD stocks.

I'd expect YHOO to continue some upward movement while the tech industry is in this euphoric mood, but like all things, euphoria fades. I'm ready to average my short position up.
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