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

To: Lizzie Tudor who wrote (25739)	8/28/2000 8:00:58 PM
From: john defreitas	Respond to of 27307

here are some points by James Seymour in a piece in Realmoney.com this evening. YHOO is mainly dependent on advertising from dot-coms and with so many failing or cutting back on advertising it becomes a problem. Holly Becker says YHOO had a 20% month-over-month decline in as dollars in July vs June and that July thru Spet. is usually a slow time which makes matter worse. Dot-coms make up 61% of the top 200 advertisers on YHOO. only 10% comes from brick-and-motar companies. these are valid points and could drag the stock lower.what bothers me is he mentions that what Becker said today is what "many analysts have been saying, usually more privately than publicly, for the past few weeks." i am long the stock and even bought some more on Friday, but it doesn't mean i am a happy camper today. i don't think YHOO is going away, but there could be pain for awhile. today i believe we could once again see $100 which i didn't on Friday....john