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

To: Estimated Prophet who wrote (26059)	11/22/2000 11:33:39 AM
From: John Chen	Respond to of 27307

EP,re:"Yahoo". I've no insight. Just gut feeling and past experience (not personally, but story like your short-trade appears often, it's always hindsight). I guess we know don't short because of 'valuation', short when 'bad news/environment' starting to settle in. Those are 'long term shorting opportunity', meaning you may be wrong at the entry point for a day/week, but eventually your short make money. Kind of the reverse in a bull markets, you never bought too high. Looking at PE of Yahoo 92.64, that seems very attractive. But I would have to wait for "the analsyts" to tell me the 'Quality of earning/revenue' is good (ggg). Comparing to CMGI, YHOO is much easier to justify a purchase. At least it shows 'earning'. I don't know the 'quality of it'.