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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: MileHigh who wrote (21083)4/7/1999 6:16:00 PM
From: 16yearcycle  Read Replies (3) of 27307
 
I've been writing this sort of thing over the last 5 q announcements with no bears listening, but here goes again:

1. Yahoo is now at a 340 million revenue pace.
2. If they grow at nearly the same pace for the next 3 years, revenues will be at a 5 billion pace.
3. Earnings would likely surpass 1 billion.
4. A pe of at least 100 would be appropriate.
5. Yahoo will likely grow faster than this due to acquisitions, but earnings will get diluted.
6. Competition will have an impact eventually, but the non-net companies are moving at a snails pace. Yhoo, amzn and the like will have an even stronger foothold in this arena in 2 years.

imho.

gene
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