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

To: blankmind who wrote (23082)	7/16/1999 10:04:00 PM
From: Jeff Dryer	Respond to of 27307

>perhaps if yhoo put the breaks on buyouts for a bit, it might help You might be right. I believe Yahoo's internal growth (organic growth) is slowing and that they are looking to boost growth through acquisitions to get by in the short-run. Unfortunately, the prices they are paying for acquisitions are pretty steep. GeoCities and Broadcast.com boost revenue/page views (and someday hopefully earnings), but Yahoo's shares outstanding goes up substantially with these acquisitions making it difficult to increase share price. The analysts don't seem to offer this sort of analysis because either it doesn't occur to them or it doesn't help their mission (whatever their agenda might be). The dilutive effect of acquisitions and slowing internal growth DOES in my guesstimation explain the stall in the stock price. The question is, can Yahoo stop doing expensive acquisitions and grow on its own going forward... maybe it can.