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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: Bretsky who wrote (19875)2/10/1999 1:11:00 PM
From: Randy Ellingson  Read Replies (1) of 27307
 
I'm starting to develop the view that with NET stocks future speculation is more important.

Hi Bretsky-

I encourage you, if you are truly establishing long-term positions in (apparently) solid companies such as MSFT and INTC, to take the plunge whenever you are comfortable with it. It's difficult to realize that these stocks can appear overvalued every day of the year, so you have to choose a time/price and go ahead with it (knowing that you can't pick the bottom). I hesitated on MSFT because they were near their then-high of 87. That gives me a split-adjusted price of 43.5 on the first shares I bought. I've added to that position a couple times since, and hope to buy more soon.

Randy
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