Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: SouthFloridaGuy who wrote (26146)	12/20/2000 4:50:50 PM
From: Oeconomicus	Respond to of 27307

Jesse<g>, you know the true believers won't stop defending their positions until the bottom, when, of course, they will give up. That said, I think many have thrown in the towel on most of the tech/internet universe. The speculative excesses Greeny was worried about are, I think, gone for a while. Only question is whether we really get a recession. If not, there are nice gains to be had... not in just anything and not overnight, but... real businesses at modest valuations... oh, and no leverage until a soft landing is clear. Bob

To: SouthFloridaGuy who wrote (26146)	12/20/2000 7:56:16 PM
From: Randy Ellingson	Read Replies (1) \| Respond to of 27307

This is the same ridiclous analysis that allowed Yahoo to be valued more than CBS at one point. Yahoo is a MEDIA/Entertainment company. If Yahoo were to trade at a level comparable to the most distinguished media company in history (Disney) than it would ultimately be trading at around 3x Sales. SO, do you also though acknowledge that there are a couple sizable discrepancies between both the growth and ultimate market (sales) sizes of Yahoo and a Disney?

To: SouthFloridaGuy who wrote (26146)	12/21/2000 9:08:13 AM
From: blankmind	Read Replies (1) \| Respond to of 27307

- Please consider last night's press release & my convo w/ company mngmt: #1 - On-line revs are growing - albeit at a lower clip - but this is expected to re-ignite in future quarters #2 - Yahoo's piece of hte on-line pie is growing #3 - mngmt has not warned or indicated anytthing to anyone; & all the gloom & doom is merely speculation

To: SouthFloridaGuy who wrote (26146)	12/22/2000 2:07:55 PM
From: sea_biscuit	Read Replies (1) \| Respond to of 27307

Even the 3X sales multiple is predicated on "clean" or "real" sales. If you leave out the barter revenue deals, what are we left with? And how much would the stock be worth then? About a buck? Seems a little too high for me! :-)