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: David R who wrote (12227)	7/8/1998 6:50:00 PM
From: 16yearcycle	Read Replies (2) of 27307

At that time, Nscp was square in the sights of Bill Gates, who told everyone who would listen that his goal in life was to severely wound nscp. You also know that msft was determined to undercut nscp at every turn, on every product. Nscp compounded their trouble by insulting msft every chance they had, and then alienating customers. Yahoo is barely on msft's radar, at this point. I think yahoo can easily maintain revenue growth well over 100% per year, and even greater earnings growth. You are absolutely correct that the primary reason shorting yahoo is foolish is because of the enormous unpredictability of yahoo's market and business. Such stocks deserve low pe's, but that is not what the street gives them when they are in the huge growth phase. When you say that the bubble will burst inevitably, I have to tell you that I am no longer sure. 2 huge growth years now can easily justify the current price. Full disclosure: I have no position in yahoo, but bought a ton of nscp last week. Nscp is a very different company than it was 2 years ago, and should be much higher than it is.

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