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 (3735)	12/6/1997 12:42:00 AM
From: Bill Wexler	Read Replies (1) of 27307

Here's a fun comparison... I posted a note on Roger's short thread comparing biotech hyper-grower Amgen with internet fantasy-growers AOL and Yahoo. I know you'll probably say, "Waht does Amgen have to do with Yahoo?" but just humor me for a minute. Amgen has a proven track record of growth which is just phenomenal. Even though last quarter was slow, Amgen has been consistently profitable returning huge net margins, cash flows and double digit annual growth...i.e. a "hyper-growth" stock. It struck me as odd that as of close of trading today, you could pay the same for Amgen as AOL and Yahoo combined. Also note that Amgen has about a billion in the bank while AOL is effectively in the hole and Yahoo has $100 million it has stolen from the IPO suckers: techstocks.com Note which stock experienced the most volatility through the October hiccup. Not to worry though...Yahoo now has Four11 for $90 million - which is about what Amgen paid to develop Neupogen.

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