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

To: john defreitas who wrote (25747)	8/29/2000 9:51:28 PM
From: CookiePuss	Read Replies (1) \| Respond to of 27307

Thanks for clueing me into the new words of wisdom from Jim Seymour. I know Cramer thinks highly of him but I have to question his objectivity. He says "Yahoo's been circling the wagons, with the aid of friendly analysts, today. But I think Henry Blodgett's comments are very revealing. As a YHOO supporter today, he pointed out that he's maintaining his Buy rating on YHOO, but also wenton to say that he expects YHOO to mark time for awhile before finishing a "solid" year in the fourth quarter. For traders that "mark time" line is a warning bell. Timing, timing." I smell a short in lamb's clothing... FYI for Seymour, Blodgett has made the same comments on YHOO repeatedly all year. This was not a catered response to Lehmen's rating. Why? Because, barring a market meltown, YHOO tends to benefit from a nice end of year rally given it's THE money quarter for the stock. It's also the period when investors get the biggest bang for their buck, November-January are historically the three strongest months of the year for the markets. I have a friend who's two bit Inut business is about to go public. The market for Inuts is apparently coming back which means investors still want Internet stocks. Logic dictates YHOO, being the premier stock of this group, will do well once again in this type of environment. Personally, I hope Inut IPO stocks get hot again, I am still taking a beating in CMGI and ICGE :-) Good luck to you John! Mike

To: john defreitas who wrote (25747)	9/3/2000 11:50:07 PM
From: Doug Fowler	Read Replies (2) \| Respond to of 27307

Yahoo is highly dependent on revenue from banner ads, and banner ads perform terribly for those purchasing them. When $2 per CPM returns less than 20 percent in sales (i.e., it takes $2 in banner ad spending to get 40 cents back), then something has to give. And $2 per CPM is considered VERY cheap. Yahoo charge 5 to 25 times that amount. In the "good old days" of spend all your money doing deals with the Yahoos, the attitude was "we don't care about the return and we don't even bother measuring the return -- the key is to get big fast". Well, today, profits matter and I cannot think of a single company that can actually make money running banner ads -- I have talked to many, and the consensus has been that most have "pissed their money in the wind" with banner ads. No one is going to argue about Yahoo's position in the dot-com world. But Yahoo is going to have to find another way to squeeze money from its supporters. And given Yahoo's still very lofty valuation, there is FAR more room for significant downside than there is for upside. In my opinion, Yahoo is trading at least twice what it is worth, and it would have to be selling at $25 per share before my appetite would be ready to purchase....