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: Michael Anthony who wrote (20881)	4/7/1999 12:18:00 AM
From: memflyken2	Read Replies (1) of 27307

Much as my bearish self hates to admit it, Michael, there is great logic in what you say. Only caveat I would offer is that it seems like quite a poker play for Koogle and company if they thought all this out in advance. They couldn't anticipate, for example, that the market's response to the Kosovo situation would be so nonchalant. If the past was any indication (e.g. Russian mess last summer), the market could have tanked 500 points, taking YHOO down under 150 with it... Perhaps Koogle did indeed roll the dice, though; I believe he has to know how completely f***d YHOO is if it continues to depend primarily on banner ads for revenue, so he and his cohorts are desperately trying to acquire other companies that have other kinds of revenue streams. BCST is a perfect example. I think YHOO absolutely HAS to make these kinds of acquisitions in order to make some kind of stab at justifying +$40 billion in market cap... Much as some of the sore winners on this board may think otherwise, I have never thought ill of YHOO's management. Actually, I think there doing a brilliant job of trying to make the proverbial silk purse out of a sow's ear. Time will tell if they can pull it off...

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