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: Golfstud who wrote (9209)	4/7/1998 3:37:00 PM
From: RDH	Read Replies (1) of 27307

Golfstud, 1. How do you know YHOO will be worth anything in the year 2001? The technology to create a YHOO is very simple. If Microsoft wanted to incorporate all the functionality of YHOO into Internet explorer they could do it within a six month time frame. Companies like YHOO and XCIT would be hit very hard. 2. If companies like YHOO can turn a profilt for more than a year or two straight, expect lots of new competition (I know this is a restatement of 1.). 3. What about WEBTV ongoing expansion? The default browser for them is XCIT -- if everyone get used to using XCIT (which has a cooler name) than what happens to YHOO? It seems to me that the risk of holding onto YHOO is much greater than selling. If YHOO beats earnings by several cents the stock price won't move up much right away. Maybe five points before the market opens. However if YHOO only matches earnings expectations than expect YHOO to plummet. And if YHOO disappoints -- since everyone considers this so unlikely, look for YHOO to actually crash. I can understand holding IFMX, SUNW, ORCL, KO, MSFT or any other number of stocks for the long term (with confidence). But if I had big profits from YHOO at this point, it would be hard to justify holding -- I think I would sell before earnings and if earnings look good, then buy it back. At worst I would lose out on $5 per share gain. In the scenario of holding on to YHOO through earnings, the worst case is that I could lose out $20 per share before the stock even opened. Anyway this is my opinion: perhaps it is because I work with technology for a living -- so does the management of YHOO and I suspect that is why they have sold significant shares in the $50's and $60's. - RDH

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