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

To: Lizzie Tudor who wrote (23341)	7/29/1999 7:40:00 PM
From: Paul Viapiano	Read Replies (2) \| Respond to of 27307

Michelle, I know you didn't ask me but... I think that management is very strong at both AOL and YHOO. If there is a sharp downturn in the market and these sell off from these levels, it will be an unprecedented buying opportunity for a long-term holder. Remember when AOL had its connection problems a couple of Xmases ago? What split-adjusted price was that? Somewhere around 9-10 bucks. This open-access issue will pass with some resolution being made, whether DSL deals to customers or ATT deal. AOL has also been hit with insider selling fears and the general market malaise too. When the turnaround comes it's always the leaders who come back to lead again. Paul

To: Lizzie Tudor who wrote (23341)	7/29/1999 8:12:00 PM
From: Jeff Dryer	Read Replies (2) \| Respond to of 27307

Michelle, AOL has peoples' credit card numbers (a pretty steady revenue stream)... Yahoo doesn't. About 75% of AOL's revenue comes from those 18 million or so individual credit cards. At least 75% of Yahoo's revenue comes from advertising. If the stock market goes down big from here, a large portion of the Web economy (advertising money from new IPOs and companies planning to go IPO soon) will dry up. A down market might tend to favor AOL over Yahoo. My guess is as good as yours about who has better management. One idea I can add, is that the definition of management should be expanded to include Wall Street (PR and acquisitions), the Media (PR), and shareholders (PR). With this expanded definition of management, I would say AOL gets the nod because Wall Street has done more for AOL than just about any other company ever. The Media and shareholders have done quite a lot for Yahoo, but AOL is still the leader that everyone in the industry tries to beat. According to Zachs, 23 analysts have a STRONG BUY rating on AOL and 12 analysts have a Buy rating. This does not indicate future stock price direction at all, but it does say AOL has a lot of managers steering the ship. I believe part (or even much) of Yahoo's valuation is a result of the hard work AOL has put in during the last decade to create the online industry. If you agree, disagree, have different thoughts, please post. Which of the 3 (AOL, Yahoo, Amazon) do you like best for short-run/long-run?