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

To: Danny who wrote (23220)	7/23/1999 7:04:00 PM
From: Jeff Dryer	Read Replies (2) \| Respond to of 27307

Yahoo is up 23% this year... a very good return by traditional standards. I believe the debate between you and Gary has to do with what will happen the second half of the year... a very unpredictable thing. By the end of the year, it could look obvious that Yahoo was in a long-term bear trend... or maybe a short-term correction will look obvious. Competition and valuations of acquisitions will likely determine much of what happens. Acquisitions are a big generator of growth for the largest Internet companies. Yahoo has lots of competition bidding for acquisitions and many times gets outbid by the likes of Microsoft and AOL. If valuations are high on acquisitions, then it will be difficult to increase stock price.