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Technology Stocks : Altaba Inc. (formerly Yahoo)
AABA 19.630.0%Nov 6 4:00 PM EST
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To: HG who wrote (15677)11/30/1998 11:36:00 PM
From: Dave Mansfield  Read Replies (1) of 27307
 
>>A new entity called MicroYahoo may be the answer.<<

OK, let me ask this. Absent any type of merger or buyout by another entity (which I still personally believe is very unlikely) do you view a stand alone Yahoo company to be a good investment opportunity? Do you ever see a time that a stand alone Yahoo will perform financially in a way to support it's current or expected future price? How and when do you believe it will happen? From everything I read and see, the success of the company is based on expected advertising revenues. Yeah, they have Yahoo credit cards and some other products to sell, but correct me if I'm wrong that the future is advertising revenues. Do you really believe they can generate enough revenues/earnings to justify a $20B market cap from advertising? And that significant competition will not arise if they somehow can? Or is the future of this company based on it's buyout/merger with another? A very speculative proposition to say the least. Again, I strongly feel that no company will will pay $20-$30B for a company that can in most part be recreated for a couple of $100 million (maybe less). Unless of course they do it with monopoly money like AOL did.

Dave
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