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Technology Stocks : Altaba Inc. (formerly Yahoo)
AABA 19.630.0%Nov 6 4:00 PM EST

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To: Don Westermeyer who wrote (7166)2/5/1998 11:57:00 PM
From: Keith J  Read Replies (1) of 27307
 
Um, hello. LCOS and YHOO may be topped out, but XCIT is only selling at 45x 1999 earnings estimates, vs. 100 for YHOO. They just completed the Matchlogic acquisition. Could add $20 million to revenues in 1998. Sure I'm short YHOO and long XCIT, but ya gotta look at what the analysts are saying.

KJ
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