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

To: FR1 who wrote (25741)	8/28/2000 9:06:05 PM
From: john defreitas	Read Replies (1) \| Respond to of 27307

franz, the bottom line it that YHOO is at best dead money unitl it reports in Oct. unless they can create some real news like a great wireless deal. if what Seymour says is true then i think it will be hard to find an internet analyst who will come out bullish at this time. Also while YHOO says they will meet numbers, they also said that they are not immune from the dot world and are working a little harder this quarter. this is very different than the Mr. Koogle who when question after this past quarter gave the impression they were not being hurt by the dot-com failures. regarding ICGE, did you see their cash burn rate? and as for CMGI which i am more long in than i care to admit has its own problems with Alta Vista. look at the saga in the U.K. promising unlimited time and then admit not having anyone signed up. How about the head of Alta Vista in the U.K. no where to be found to respond? CMGI has promised to have Alta Vista profitable by year end, can they? i have doubts that it is going IPO anytime soon. CMGI stock price has a lot riding on their CC when they report later in Sept. time will tell...regards, john

To: FR1 who wrote (25741)	8/28/2000 9:29:17 PM
From: Danny	Respond to of 27307

Franz, dont worry about short term prediction on YHOO and dont worry about where YHOO will be in October. YHOO is simply a must have and must hold for any long term investors. The worst nightmare you have is to come back next spring and found YHOO has somehow stayed above 200 mark already. Look at what happened last year, everyone was saying YHOO was dead and for a good part of 1999, YHOO barely moved. But just with a blink of eyes, YHOO was 4 times higher. Even at today's price, YHOO is still 100% higher than what it was last summer. The point is: if you look back all the great companies like CSCO, ORCL, MSFT (well, DOJ is really keeping it at bay), INTC (just had a new all time high, and was declared dead in 1997 by some analysts), they all had growing pains. If you are that smart to figure out every short term ups and downs, great, God bless you! But you can still strike rich by just being a "fool", by sticking with them for long haul. And, YHOO is one such company. Danny PS: want to see who has missed the YHOO boat last year? just go back to summer of 1999 and take a snap shot of all those YHOO market timers, see for yourself how many of them are still posting here.