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: craig crawford who wrote (8283)	3/11/1998 2:29:00 PM
From: RDH	Read Replies (1) of 27307

I don't own DELL, it is still a little high for me and you would be doing a favor if you can help drive down the price, but I wouldn't recommend shorting it. It has a very good business model and is implementing it beautifully. Stay with companies that have not shown a profit or that are headed for trouble. For example I have bought puts on Disney -- Pretty risky for me, but I believe it is going to run into trouble with.... well -- nevermind (you can see the DIS thread) -- but DELL -- it profits from the problems in ASIA by having lower manufacturing costs. Why does anyone buy YHOO at these levels when the can buy slightly overpriced DELL and at least have a company that is showing a profit. By the way YHOO is heading towards 83 now -- it will be interesting to see what happens at 80. - RDH.

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