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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: HG who wrote (17330)1/10/1999 3:27:00 PM
From: Dave Mansfield  Read Replies (1) of 27307
 
I guess my point is this Happy Girl. There are two basic type of investors. Traders and long term holders. You have given some mixed signals as to where you fit into the matrix. You have indicated that you consider Yahoo to be a long term holding a long term growth company. On the other, you have indicated being in and out of the stock. Those two statements do not mix. Perhaps I misunderstood your previous statements.

Back to the point. Making an argument for investing on the long side of Yahoo as a trading vehicle has done quite well and may do so for the immediate future (1 week to 6 months), but the argument about it being a solid long term core holding has yet to be made in a convincing way. The overvaluation of the stock may continue for a yet to be determined amount of time, but it will do one of two things in the interim. Either grow into a fair valuation or have the price crash into one.

>>There is money to be made, and if I am better off taking the risk which **may**, by your own admission, burn me 12 months down the track<<

Or perhaps one week down the track.

>>YHOO is not going to disappear overnight. It is a market leader.<<

Perhaps, but it's market cap can significantly disappear overnight.
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