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 (5427)	12/31/1997 9:31:00 PM
From: PeterGx	Read Replies (1) of 27307

** off YHOO ** Well, may be you are right: CD will be next year's play. If their PR/BS managed to get YOU to write such a wonderful piece about their prospects then, no reason why any one else should not follow... After all YHOO taught me one thing: it ain't nothing to do with foundamentals whatsoever... All about perception, and powerful interests with muscle backing a stock, and MOMENTUM.. So, quite possibly Cendant could become Yahoonized.. although they do have a well established business model and earnings trail BTW, CUC, regardles of what they claim, is primarily a junk-mail company, HFS is a holding company of traditional businesses. Whatever positive earnings CD has it derives from its core businesses: the Internet ventures are big loosers as far as the bottom line of CD is concerned (bit like Yahoo!) CUC will benefit substantially from HFS's customer base (100 mil strong). Not having to pay through the nose for "lists" to market to, Profits/earnings will probably jump in the next few years. However, little of their success will be contributable to their NET ventures. Good luck!

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