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 Harmond who wrote (1922)	10/9/1997 3:24:00 AM
From: Bill Wexler	of 27307

I disagree that Yahoo's "leverage" is all that its cracked up to be. Yahoo has not discovered a money printing machine. Gross and net margins are actually DECREASING because advertising dollars - while rising across the board - are spreading among more and more content providers. This is a business with nearly zero barriers to entry...and competition will only get fiercer. As far as a "top" in small cap issues is concerned...take a look at the NASDAQ composite and Russell 2000 index compared to May 1996...even after adjusting for higher earnings. This has gone beyond tulips...there are people out there selling tulip futures.

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