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

To: john defreitas who wrote (26062)	11/24/2000 8:30:17 AM
From: 10K a day	Read Replies (2) \| Respond to of 27307

Interesting article on SpinWay. I use BlueLight and like it. It doesn't surprise me that a free service (with 5 million users?) is having cash problems. Gee What a surprise. siliconinvestor.com

To: john defreitas who wrote (26062)	11/24/2000 9:29:48 PM
From: CookiePuss	Read Replies (2) \| Respond to of 27307

yhoo appears to be on the defense and aggressively pursuing new revenue streams. i thought their decision to start charging for listings was a good one. i think we will see them charging for some of their services in the future as well. change is good in this unfriendly environment, especially with decending ad spending. i still believe we will see more traditional companies coming on line, they will have no choice if they want to increase brand exposure. ad prices have been coming down this quarter and will probably head lower next quarter. yhoo will have to make up the difference with increased ad volume rather than ad revs. they will get their stock price to triple digits again once the market becomes more friendly to tech. i'm not expecting much upside until the fed cuts rates hopefully 1st q 2001. john are you doing any year end tax selling? i am trying todecide if i should sell all the cmgi i purchased during the first half of the year and some of my icge or all my icge and some of my cmgi. what do you think? both have excellent management. i'm inclined to think icge may be more successful with their b2b stable of companies but wall street seems to dislike them even more than cmgi these days. happy holidays.