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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: Bill Harmond who wrote (7395)2/16/1998 8:14:00 PM
From: Oeconomicus  Read Replies (1) of 27307
 
Have you seen the latest institutional-ownership stats for Yahoo?

The recent discussion of institutional ownership was prompted by Fidelity's 13G filing. The ownership reported was, I believe, as of 12/31. If you read back over the thread, you will find much discussion of year end portfolio window dressing.

Remember, the stock absorbed the short-selling first.

Granted, short selling can soak up some of the demand, but you imply that short sellers have some ability to drive a stock down. How exactly do they do that? They can't really go around pounding on the bid; there'd never be an uptick.

Yahoo is the biggest player. Yahoo has the largest franchise in Cyberspace. Yahoo has more users than anyone including AOL, and Yahoo is adding users faster than anyone.

Netscape WAS the biggest player. Netscape HAD the largest franchise in cyberspace. Netscape HAD more users than anyone including MSFT - oops, they still do, but it hasn't helped the stock much. Amazing how many people will become "customers" when the product costs nothing. BTW, I "hit" Yahoo pages many times a day, but I rarely see a banner ad (I "update" the portfolio summary breakout window - opened by the "<<" on the full page - much more than anything else. They get to count me, but I don't see ads. Hmm.).

Now it's not when but if. Microsoft doesn't have the latitude it had even weeks ago

Do you really think MSFT is the only threat?
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