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 (3937)	12/9/1997 12:18:00 AM
From: Peter Goss	Read Replies (2) of 27307

I do remember, but I am wondering why you want me to remember. You are making large macro arguments for why YHOO should remain a darling. I was making a large macro argument for what will pop the bubble in the US and cause a massive reversal of that P/E expansion you refer to. If the high - but at least managable valuations - of the strongest, most profitable companies in the US economy are adjusted downward, how do you expect the hyper valuations such as YHOO to remain immune? Do you have any company specific valuation measures that you find relevant or do you just think valuation is irrelevant because of your earlier "land grab analogy'? Peter G.

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