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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Roger A. Babb who wrote (10880)7/2/1998 11:18:00 PM
From: Mongo Slade  Read Replies (2) of 18691
 
Roger what do you think about buyout talk for YHOO ?

I think the AT&T rumors are just that. They need time to digest the TCI deal. Also why would anyone spend @9 billion for YHOO ? Anyone could build a web site comparable to YHOO for less than $9billion if you ask me. I surprised the TV networks haven't already gone this route i.e. spend a little $ to develop a site with all the bells and whistles and then promote the hell out of it during primetime.
Finally, I think you will see the smaller "portal" companies get taken out before YHOO.
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