SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Altaba Inc. (formerly Yahoo)
AABA 19.630.0%Nov 6 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Moominoid who wrote (14612)10/10/1998 10:29:00 PM
From: dwlima  Read Replies (1) of 27307
 
to all that responded to me:

i think there were many good opinions and as we cannot predict the future we will just have to wait and see. i will say one thing though. if YHOO maintains its ability to suck in huge revenues it will be worth more than many can imagine in a few years. it is a cash machine with a huge gross margin.

so, why did the price slump after stellar earnings. simple. the CEO stated that he does not think that this type of performance is sustainable. well, i think he is trying to temper expectations. for if this performance was sustainable only for a few years, we will see a stocks price in the thousands of dollars.

also, microsoft's 4th attempt to get things right does not help yhoo. even though msn.com still stinks, the name MSFT as competitor always hurts companies.

once again, i believe there is much more upside than downside. i look very forward to seeing where yhoo in 2 months- one month before its next earnings report.

good luck to all: short or long

dwlima
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext