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: Oeconomicus who wrote (11211)	6/19/1998 1:35:00 AM
From: Bill Harmond	Read Replies (1) of 27307

Am I missing something? I don't see anything materially different between the original filing on June 12 and today's. I didn't compare the documents line-by-line but far as I can tell everything mentioned negatively in the Marketwatch piece was included in the original June 12 filing which followed the Viaweb agreement. These one-timers are no big deal as long as operating results are reasonable. Yahoo had huge one-time write-offs last year in mid-year for Visa Marketplace and at year-end for Four11, resulting in substantial losses for those quarters and CY 1997. If you find anything that counters Yahoos Q1 expectation that sales and marketing expense will grow at a slower rate than revenues, then that would be a serious signal. I could be missing something very important here, but as long as Yahoo sucessfully tests it's previous high here at the 128-29 level and Yahoo makes no formal analyst warning I'm not concerned. C-net carried the story early today. news.com

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