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: HG who wrote (15846)	12/5/1998 1:14:00 PM
From: Dave Mansfield	Read Replies (3) of 27307

>>Only one point of difference here. You have mentioned individual companies - not industries or sectors. Can there possibly be a difference ?<< How about the real estate market and REIT's in the 80's? Gold and Gold stocks in the 70's? I'll try to think of others. >>But just to help me understand - what will it take to convince you and at what point will you get convinced about the high valuation being not so high?<< I get the sense you're a long term investor, so am I. What will convince me of a fair valuation is several quarters (at least 8 maybe 15) of year over year growth in the triple digit area. They "may" be able to pull it off over the next two (I doubt it) but I cannot see how they can do it beyond that. Again, we'll see. Dave

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