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: Don Earl who wrote (7042)	2/1/1998 3:04:00 AM
From: Keith J	Read Replies (1) of 27307

Don, I'm definitely not an expert in this field. BTW, we had 3 days of 2 million share volume this week, I think, which if what you say is correct, could be part of the reason for the heavy volume. R.E. being first to do deals. Has YHOO inked a deal with Cybermeals yet? AOL and XCIT have. Also, AOL is supposed to report a profit of about $16 million this quarter, and sports about a $10 billion market cap. And AOL has about what, 11 million members. Good revenues, but lousy profits. I certainly don't think this stock is undervalued either. If the "profit" is from the advertising & advertising deals, will the caps of the "search engines" move towards AOL, or will AOL move towards the search engines? Remains to be seen. But possibly another hedge position if one has the inclination. KJ

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