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

To: Jeff Dryer who wrote (23353)	7/30/1999 7:40:00 AM
From: SLSUSMA	Respond to of 27307

Not much into in modeling for stocks like this (momentum plays). For internuts like YHOO, AMZN, AOL, EBAY, etc. I rely more on cycles and momentum. I don't on holding these stocks until 2002, but only for 2-3 months at a time for the earnings runs. Sometimes, hold beyond a certain period can really get you hosed (like since April!). USMA95

To: Jeff Dryer who wrote (23353)	7/30/1999 8:48:00 PM
From: blankmind	Respond to of 27307

As of 3/31/99's financials - the latest ones on Edgar: - Yahoo sits on $700 mill of cash & marketable securities - No short or long term borrowin debt - 237 mill shares o/s - net income of $16.4 mill vs. $3.2 mil the year ago qtr - $86 mill in revs vs. $30.6 mill in the yr ago qtr - net income (fully dilluted): $.07 vs. .02 yr ago - Jeff, based on the above, I would say your estimates are conservative - very conservative.