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: Estimated Prophet who wrote (14112)	10/1/1998 1:10:00 AM
From: Bill Harmond	Read Replies (1) of 27307

>>Things look tough for upward movement after earnings. That certainly has been the pattern, but 1) I don't think they would have raised their margin targets (followed by TK's comment that the timing was conservative) unless they were seeing considerable margin improvement already, and 2) I don't think Yahoo would be running the intense TV advertising campaign this month (totally discretionary) if this quarters revenues aren't giving them plenty of maneuvering room. From this I think this report and the tone of the conference call could be different ...and the stock may follow a new pattern. Just a hunch. Until now the stock has done its running outside the insider-selling window, namely during the last month of the quarter. With a $12 billion market cap, I don't think insider supply is much of an issue any longer.

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