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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: Thomas C (Hijacked) who wrote (17533)1/12/1999 10:59:00 AM
From: Tom W.  Read Replies (1) of 27307
 
Don't forget that because of GM's large inventory costs/capital investments, there will be very little threat of other companies coming into the market - i.e. competition. Yahoo, on the other hand, would be very easy to replicate. The royalties that Yahoo will get 5 years from now will not come close to providing a decent P/E ratio at current prices. Your reference to Warren Buffet did not go unnoticed. I wonder how many shares of Yahoo he owns. I have a feeling I could count them on less than one hand.

Tom W.
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