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: Dave Mansfield who wrote (13776)	9/13/1998 10:23:00 PM
From: Timothy R. West	Read Replies (1) of 27307

How do you value Yahoo? Earnings? No. It's too soon to look at earnings. The internet is still too young. The entire value of all the internet search engine companies is still less than the average 1% holding in any one of the top 100 mutual funds out there. I suggest you look at the Internet as "Internet Real Estate." Whoever owns the best real estate wins. The best real estate is defined as that which has the most traffic. HERE'S THE KEY: THE PRICE OF INTERNET REAL ESTATE IS GOING UP! The cost of attracting viewers to a web site is increasing which means the value of existing viewers INCREASES. No one knows HOW TO CAPITALIZE ON THE VALUE OF INTERNET REAL ESTATE, but then again no one knew how to make money from TV Broadcasting either at the start. The second key is: Keep with the leaders. The third key: Keep a level of investment that you can sleep with. From reading all of the posts on this thread it seems as though too many trade with too much of their money in just one or two stocks. Get your EGO out of the game and CUT DOWN ON THE ANGER. Anger only LIMITS your choices. Keep your mind open. Let's do some numbers: Is it possible the Yahoo has MORE VISITORS each month than the combined total of Walmart and McDonald's has in an ENTIRE YEAR? Is it possible that Yahoo could have a market cap of $80 billion like DELL? Is it more likely that all the search engines will have a total market cap of 30% of the current MSFT valuation? If so, then we have a LONG way to go. Yahoo's mkt cap is less than 8 billion and could reach 20 billion to 80 billion over the next 10 years. Who knows? Only time will tell, but it is possible. Forget looking at current earnings expectations. If YHOO's controls the biggest piece of the internet pie in 10 years, then you have to imagine that could be worth something. I suppose I am preaching to the choir here, but those who see YHOO as overvalued should go back and read the bears' comments who have been posting on various YHOO threads over the past two years. Most couldn't see it then and still can't see it. I wish you all PEACE and GOOD FORTUNE.

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