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 (16092)	12/18/1998 7:10:00 PM
From: Dave Mansfield	Read Replies (1) of 27307

Happy Girl. Glad you're back. Hopefully to stay this time. You raise some interesting points. >>Now if the ad revenues are expected to dry up, the company just has to become more innovative. And those will dry up for the entire sector...they would not affect YHOO alone.<< You're right. If this drys up for Yahoo, it will do so for the entire sector. I think the entire sector is overvalued with Yahoo being the most. But, this revenue stream need not dry up for the sector to plummet. The sector will plummet just by remaining even. For that matter, it will plummet if it grows at anything less than a 50% rate. >>Why are we assuming that the present revenue stream is the only possible stream. Are we saying innovation is dead?<< The present revenue stream will probably not be their only possible stream I agree. As a matter of fact they "MUST" find another revenue stream as the current one cannot sustain today's valuation. But today's valuation not only assumes that they will be innovative, but that they will be the leader in innovation with little competition. It won't take much of a slip up in any of these positive scenarios to cause this stock to plummet, IMHO. Dave

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