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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: Tony M. who wrote (278)1/24/1997 6:23:00 PM
From: Kevin F. Mathis   of 27307
 
Fellas,
I seriously doubt this stock is going below 30 anytime soon. When you look at an 800% growth in earnings from one quarter to the next, you can't help but be impressed. Also, when you concider Yahoo! management's strategy of reinvestment of available earnings towards expansion of services and brand recognition, it's not so scary that earnings aren't high relative to the current share price. At this point Yahoo! is more than just a search engine. They command a definate lead in this industry and have shown initiative and inovation that leaves the others scrambling to catch up. Notice how Lycos and the others imitate; follow Yahoo's lead. It is Yahoo's management that sets them apart. The reason that Yahoo! has taken off is the shocking growth in earnings. What remains to be seen, is if they can reproduce next quarter. If you really think last quarter a fluke, then short on! I believe Yahoo's management to be the suppior player in this chess match, so I remain long.

Via Con Dios Amigos,
Kevin
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