Altaba Inc. (formerly Yahoo) Message Board

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Technology Stocks : Altaba Inc. (formerly Yahoo)

AABA 19.63

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Nov 6 4:00 PM EST

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To: Bill Harmond who wrote (3090)	11/22/1997 7:19:00 PM
From: santhosh mohan	Read Replies (2) of 27307

A few points to ponder - 1) Sequoia Capital is a venture capital outfit in Silicon Valley, not some oldest and most respected mutual fund. Last year, in an interview on PBS one of its partners was saying that C-CUBE then at some 50+ dollars was going to be a spectacular investment. What is CUBE at now? 2) SOFTBANK, if I'm not mistaken is a Japanese firm. How do the problems in Japan effect their U.S. investments. 3) Earlier this year Microsoft invested in a Massachusetts outfit called CMG Information Services (CMGI), which in turn is the majority owner of Lycos. Yahoo's deal with Microsoft may be less comforting than you believe.

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