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: oldcrow who wrote (16569)	12/30/1998 9:03:00 PM
From: The_Guru_00	Read Replies (3) of 27307

Alwayslate, Lots of questions. Here we go. Sell-off on 4th caused by combination of increasing concern about bubble and portfolio mgrs. Do you agree it is a bubble, and are you more concerned now vs. 24-hours ago that it might pop? Portfolio managers know it is a bubble that will not endure through 1999. They also care about one thing and one thing only - their compensation which is tied directly to their performance. Having a big position in these stocks early in the year is way too risky. Having it tomorrow is good because they will look smart when the annual reports are printed. Get out early. I think Yahoo will split. I think they will beat expectations. I think page views may be down vs. September. Won't really matter when downgrades occur. You must realize that the investment banks are very concerned about the legal exposure to the hype that is occurring. Cover your ass. Wishful thinking? Maybe. Earnings, whether real or fake (i.e. Softbank) must be huge to support 30 billion market values. In fact, I would argue it is better to have no earnings and a dream than be tied to some meaningless (and small) EPS figure each quarter. Earnings after market on 12th. Yahoo will not team with TWX, guaranteed. Time Warner has content. They don't need to overextend into a rich portal. If they want in, join with excite or lycos. Much cheaper and willing to negotiate. Yahoo has hung their hat on their "open" architecture. I guess we will see tomorrow about the AOL announcement. Odds are it will be negative for Yahoo, not positive. AOL increasing in strength is not good for Yahoo. They hate each other. Listen to their investor calls. I will be willing to wager any amount of money that Yahoo will never be in the S&P 500. They added Firstar (a bank) today. All you have to do is read the Meeker letter to get a feeling why S&P won't touch with a 10-foot pole. I am out of Pepto Bismol. On to Scotch. Guru.

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