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


To: blankmind who wrote (26035)11/13/2000 12:59:54 PM
From: jcky  Read Replies (2) | Respond to of 27307
 
blankmind,

Yahoo! is a great company but let's not forget that the company and its equity price are two entirely different entities. Yes, Yahoo! will have growing e-commerce revenues. But to date, the transition from an advertising based revenue model into a more diversified e-commerce model has been very slow.

The economy is slowing and corporate earnings are decelerating. These fact cannot be disputed. Consumer confidence is still high but slowing spending in the retail sector is worrisome, and Yahoo! will not be shielded from the effects of a slowing economy.

Yahoo! will be a survivor of the dot com shakeout but at what valuation?