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

To: SKIP PAUL who wrote (25552)	5/16/2000 9:49:00 PM
From: The Other Analyst	Respond to of 27307

Sure, I could see them picking up the $600 million per year of pretax income you suggest. That's a little under $400 million after tax. I figure that is already in the Yahoo! stock price, however. Along with many other sources of revenue. Maybe the market has already discounted that they charge $20 per month. $10 per month, if they did, that could therefore be a disappointment. That is the thing with concept stocks. The investor expectations are free to surge well ahead of what the reality may turn out to be. Look at AOL buying Time-Warner. That was a terrific coup for AOL. But the market was disappointed because in the market's mind, AOL was maybe going to buy Time Warner AND Disney AND some other things.