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: Dave Mansfield who wrote (16117)	12/19/1998 7:49:00 PM
From: Phillip C. Lee	Read Replies (2) of 27307

Dave, I think any scenario for the next five years' forecast is reasonable and totally based on personal judgement. However, the internet boom is just a beginning, particularly there is a big leap this year, AMZN, EBAY, and other internet stocks all have a successful startup. My scenario is rather different from yours and experts' 60% in average for next five years. I believe YHOO will grow substantially year by year with rates of 60%-80% until 2003, and then stabilize. A significant number of small internet companies will either be acquired or merged. Now, YHOO, AOL and MSFT are three big ones and they seem to work out o.k. one another with certain respects to each other. YHOO's conservative estimates from its quarter reports can be viewed as a future potential revenue/net boost just like MSFT and AOL did a couple of years ago. Phil

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