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: Bill Harmond who wrote (10613)	4/26/1998 3:37:00 PM
From: hal jordan	Read Replies (2) of 27307

>I want to be the guy in 2006 who bought Yahoo in 1996 and enjoyed virtually the entire advance.< Kudos to you if that happens. I could be the guy in 2006 who looked back and said...if only! Regardless, we have fundamentally different views of this stock. I don't believe any stock with YHOO's current revenue stream is worth billions of dollars in market cap. I think the market will rotate out of YHOO and other search engines within the sector this year. Right or wrong, no way do I believe people should be paying $115 for this company (at this time). I think the wind is out of the sails and $129 was tops during the recent momentum runup. We'll see how YHOO does by close of '98. Hal p.s. I also think Netscape could put a severe damper on YHOO. Do you know how many people have Netscape as their start-up page because they do not know how to change? Netscape should and will take full advantage of that fact. IMHO, if NSCP can reinvent itself, there's a company with incredible potential.

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