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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: MileHigh who wrote (9491)4/8/1998 11:18:00 PM
From: Zebra 365  Read Replies (1) of 27307
 
>>>-There stock is very rich right now
-who can they buy in order to facilitate e commerce on their site?
-AMZN.COM?
-Ticketmaster? what if you had to go to yahoo site to buy tickets from ticketmaster?
-These are just ideas, BUT the idea is Yahoo has the power of a rich stock price to make things happen and consolidate their position!!

Comments anyone?

MileHigh<<<

MileHigh,

You make a very good point. Please don't talk to Koogle about it as I am short the stock. The smartest move that YHOO could make is to start making related acquisitions (NSCP?) using it's inflated currency (claims on equity, i.e. stock) to acquire them. Clear Channel Communications has done this with great success, so far. The only problem is that when you buy other companies with inflated currency, they tend to demand inflated prices. If YHOO started doing some acquisitions of real property with YHOO stock, I would seriously rethink my short position.

This has been a very good board so far, kudos all around for the professional tone.

I do have one question. Given that this stock has "blown out" earnings estimates by reporting 200% of estimated earnings for the quarter, how many longs here are going to be buying the stock tomorrow, as it is obviously undervalued to date?

I will be selling you shares above 105, just wanted to line up some customers in advance......

Zebra
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