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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: Dave Mansfield who wrote (21340)4/11/1999 10:04:00 AM
From: Glenn D. Rudolph  Read Replies (1) of 27307
 
What Yahoo has created can be duplicated (except perhaps for the name recognition) for
far less than $500,000,000. This for a company with a market cap well in excess of
$30B. Think about that, should Yahoo begin to seriously move in a direction of earnings
to justify it's valuation, anybody can enter this market to cash in themselves, many with
financial resources far superior to those available to Yahoo. Think about Snap.com
(NBC/GE), Go.com (ABC/Disney), MSN.com (Microsoft).


Dave,

I am far from an internet bull at present valuations although I do own some internet stocks. I do not own YHOO at this time. I understand your doubting the valuation of YHOO. I was wondering how much you believe the trade name "Yahoo" is worth presently. That is a factor to be considered in valuating YHOO.

Glenn
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