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 Wexler who wrote (4361)	12/13/1997 6:50:00 PM
From: Bill Harmond	Read Replies (1) of 27307

>>They are still speculative. Even if they were, does that make them shorts? Geez, Bill. Get real. No wonder you're getting your butt kicked. Siebel and Yahoo are not speculative anyway, they're expensive. There's an essential difference. There's a reason both of them have market caps bigger than all their competitors combined. They've earned it. If you're waiting for Yahoo and Siebel to get cheap while continuing to execute they way they are, good luck. You'll need a big market decline. Tell us, Bill. What does Siebel do? Who do they compete with? What have their results been? Who are their partners and customers? Who manages them, and what are their backgrounds? Inquiring minds want to know.

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