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

To: john who wrote (26132)	12/17/2000 5:17:10 PM
From: Bill Fischofer	Read Replies (2) \| Respond to of 27307

Re: Buyout I don't see that happening for two reasons. First, even at today's prices YHOO would represent a very large bite to swallow even for someone like Disney given the likely minimum 25+% premium required to get anyone interested in talking. Beyond that, Disney's lack of success with their Go Network suggests that they'd be even less able to manage YHOO. My guess is that if anyone were going to make a play for YHOO it would be GE, but I don't see that as anything near term. GE (or any other potential bidder) will want to see how the AOL-TWX merger plays out before making any decisions. I'm expecting anything but a smooth road for that one despite the outward confidence expressed by Mssrs. Case and Levin. There is a huge cultural divide between these two organizations and merging them will be a monumental management challenge. I do believe that Koogle and company really want to remain independent and I believe they have a very good chance of success here. The key is a viable subscription model.