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

To: Director who wrote (24519)	11/28/1999 11:02:00 PM
From: Rick_Barry	Read Replies (1) \| Respond to of 27307

Say, uh, Director: You wouldn't be making posts on this thread every few seconds because you are trying to influence the stock, would you? You wouldn't be selectively posting negative information to try to recoup your losses from YHOO puts would you? Well, did you see the weekend YHOO news item that says Yahoo's e-business in the last 10 days exceeded all of last years? Blow-out earnings -- you can count on it -- Koogle has already said estimates are too low. Did you know that Yahoo's cash increased by a WHOPPING $110 million last quarter, yet they only counted $14 million of that as profits? It looks to me like YHOO is ready for BLAST OFF.

To: Director who wrote (24519)	11/29/1999 8:09:00 AM
From: Tradewell	Respond to of 27307

Director, There are better internet stocks to be short right now than YHOO. Best of luck.

To: Director who wrote (24519)	11/29/1999 2:36:00 PM
From: Director	Read Replies (2) \| Respond to of 27307

Volume looks weak... I don't think YHOO will sustain their rally.

To: Director who wrote (24519)	11/29/1999 6:16:00 PM
From: Director	Read Replies (1) \| Respond to of 27307

This is why YHOO is not hot... From Money.com The big consumer Web stocks are too expensive now. They have market caps of $20 billion and more; decades of great expectations are already priced into them. That said, we think eBay and Yahoo!, in particular, are good businesses that take advantage of the Web's efficiencies. If Net stocks in general pull back further - say, a third or more from their levels of late October - these stocks are possible buys. So is Charles Schwab, which, while it isn't a pure Internet play, follows the trading pattern of Web-only brokers. For now, business-to-business companies (B2Bs) seem like the better idea. They carry extreme valuations too, but they're smaller and more likely to keep posting triple-digit revenue gains. The companies we like best either get clients onto the Web or help them use the Web in their operations. In neither case are the B2Bs dependent on the execution of a particular Web strategy. They're merely selling the picks and shovels that prospector clients need to join the gold rush. Let's see, a third or more from October's high? 110? 100? Maybe lower? Investors are getting smarter... don't fall in love with a stock.