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Technology Stocks : Altaba Inc. (formerly Yahoo) -- Ignore unavailable to you. Want to Upgrade?

To: Spangle who wrote (22657)	7/8/1999 10:50:00 AM
From: Dalin	Respond to of 27307

But the market doesn't seem to agree with you. BTY! D.

To: Spangle who wrote (22657)	7/8/1999 11:01:00 AM
From: Moose	Read Replies (1) \| Respond to of 27307

Why are you so pissed off at YHOO? Stock price aside, this company wants to be number 1! You gotta love an aggressive company... unless your core strategy is shorting. If you're looking for a stock to short, go look for another CPQ - a company not willing to become part of the new economy. Here's the fundamental question: Is YHOO a growing company? A: Yup.

To: Spangle who wrote (22657)	7/8/1999 11:25:00 AM
From: Wolff	Respond to of 27307

With the market cap of Yahoo the earnings are not catching up, Yahoo already has tremedous market penetration, and joint ventures up with every INUT around. I consider Yahoo to be 3 years ahead of the 95% of all "Site specific, portal or Content" Internets stocks, I just don't see the earnings money rolling in to account for the market cap. Sure the premise of huge growth and potential earnings....yes yes.... but again yahoo is 3 years ahead of people, or more, Yahoo should have earning that are more in line with a 32 Billion dollar compay, instead they have earnings more in line with a 2 Billion or less company. At what point does valuation on potential, enter into the current earnings? I love Yahoo as a site, but I expect that profits should be better by now. I don't see see a long standing summer rally for the Internets, and Yahoo is the reason.

To: Spangle who wrote (22657)	7/8/1999 11:32:00 AM
From: faro	Read Replies (1) \| Respond to of 27307

Spangle, You might be right with you view on YHOO! I think I fell into the momemtum spirit yesterday around YHOO and bought some shares at 170 15/16 on the after market. What you say makes a lot of sense to me as I'm well aware of accounting practices. May be I should dump YHOO as soon as I cover and go into greener pasture. Armand

To: Spangle who wrote (22657)	7/8/1999 12:04:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 27307

Also, on the R&D side, they don't do much in-house. If they have a big project, they'll get some small company to do it for them, then acquire the small company and pretend it didn't cost them anything. Free R&D! That's B.S. And you have a problem with this? Apparently so, since you say it is BS. I don't think you know what you are talking about. Cisco and Peoplesoft are two companies that routinely acquire R&D and there are a lot of reasons for it besides accounting gimmickry, for one thing, it enables the star technologists to make the money they deserve in building and selling a company vs. just participating in the salary pool at the local fortune 500 company. The NIH attitude is a killer for innovation, everybody knows that.

To: Spangle who wrote (22657)	7/8/1999 12:27:00 PM
From: im~ristine	Read Replies (1) \| Respond to of 27307

Wonderful arguments, man. I think i'll short a million shares.