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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: craig crawford who wrote (8535)3/18/1998 4:40:00 PM
From: Keith J   of 27307
 
From BA Robertson Stehpen's Keith Benjamin (from about 3/6):

<We believe the largest opportunities to create value have already been found among the major networks, AOL, Yahoo! and Excite. Aggregation seems to be working to win over audiences on the Web in a similar fashion to television networks. Among these stocks, we would be most aggressive about buying Excite on a relative valuation basis.>

Benjamin also had a $80 target for YHOO, and a $75 target for XCIT. FWIW.

KJ
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