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

To: Moose who wrote (22793)	7/9/1999 7:11:00 PM
From: Jeff Dryer	Respond to of 27307

Great list! I disagree a bit with #1 on your list. Yahoo has a lot of properties... many of Yahoo's properties are very good... several of Yahoo's properties have major weaknesses (with potentially fatal flaws from a product results standpoint). >It looks like Yahoo closed today worth about $32B. Based on 263.8 million fully diluted shares, Yahoo closed today with a market cap of $42 billion. When Broadcast.com acquisition is added, Yahoo will have a market cap of about $48 billion based on Yahoo's closing stock price today. What kind of growth rate in revenue and earnings will Yahoo likely experience going foward? Will Yahoo need to grow mostly from acquisitions from now on? If so, how much share dilution will occur? What is a target stock price and a target market cap a year from now? How many shares will likely be outstanding?

To: Moose who wrote (22793)	7/10/1999 12:05:00 AM
From: Typhoon	Read Replies (1) \| Respond to of 27307

I think you are all sniffing glue. Sure Yahoo is a great company, sure the internet is huge, but the stock is now down two days after these blowout earnings! I don't think a split will save them, I don't know what will get them to bounce. I'll cover my short July 180 calls on Monday. Maybe there will be a bounce, but then I would short calls again, probably August, I don't see much upside. Maybe 180, but as I have said before this feels like the internet bubble is burst and there seems to be some perverse circlejerk of hype over this stock that I can't fathom. I think most people are trying to get other people to buy the stock so they can get out themselves. Lotta hard talk around here, but the market is telling you to be careful. As I have said the last few nights, the market will tell us where these stocks are going, and as I said I might if they acted poorly, I bought puts on NITE on thursday, and AMTD today. All three had healthy bounces and are rolling over and millions of online traders are hoping to recoup the decline of the last two months and they are just coming up with excuses for not having sold these stocks on the 50% retracement. I bet everyone is talking up NITE and AMTD the same way. I've been through these before. The tide has changed and its sounds like the Dukes in trading places screaming "Turn the machines back on. Turn the machines... (heartattack)"

To: Moose who wrote (22793)	7/10/1999 12:44:00 AM
From: im~ristine	Read Replies (1) \| Respond to of 27307

OTALERTLOS ANGELES(DughStreet.com)VoltaireFromThePorch equipoetry.com

To: Moose who wrote (22793)	7/10/1999 2:29:00 AM
From: Dave Mansfield	Read Replies (2) \| Respond to of 27307

Gotcah Moose. You're willing to pay $160 for $.44 per year. Best of luck to you. Remember. Sony had a great product once. It was far superior to the competition. They had patents on the technology which made nobody else able to duplicate it. They had the marketing capabilities of Sony behind it. They had the Sony brand name behind it. And they made about the same kind of money with it as Yahoo does now. Do you remember Betamax? Yahoo will fall. I can't tell you when, but Yahoo will fall. A great product does not guarantee profits and Yahoo's profits cannot support this price. Just watch.