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

To: fut_trade who wrote (2260)	10/30/1997 10:57:00 AM
From: Brett Behm	Respond to of 27307

<This is still a small fraction compared to total advertising on TV and radio> What I don't get here is the comparison to advertising on TV, radio, magazines, newspapers, etc. All of the other media types of advertising offer something special or creative to draw their viewers or readers in. TV has to actually produce or pay for creating content. How about the Wall St. Journal. It has to have on hand highly talented writers cranking out new stories everyday. All of these forms of media have a high barrier to entry, and have to deliver on content. YHOO indexes web pages and provides some news information produced by somebody else. If for 1997 Ad reveue is 1B and YHOO gets 5% (generous), does anyone really believe they will get increasing market share of ad revenue as time goes on? So 1998 100M+ with what 3M in profits, that's a joke. Until the time someone can outline how YHOO can really offer something unique (not just brand recognition), there is nothing all that exciting about owning this stock. Like I've said before, I can accept the argument to own YHOO for technical reasons, but how can anyone really defend this company on fundamentals. Sure I can see it hanging on to some ridiculous evaluation for another year or so, but long term the shareholder(long) will be inevitably be punished.

To: fut_trade who wrote (2260)	11/4/1997 7:29:00 AM
From: fut_trade	Read Replies (1) \| Respond to of 27307

Yahoo! Japan gets hurrah from Tokyo investors TOKYO, Nov 4 (Reuters) - Shares of Yahoo! Japan Corp (4689.Q) received a warm welcome from investors in its debut on the over-the-counter market on Tuesday, and brokers said they hoped that the enthusiasm would not be short-lived. The shares were first traded at 2.0 million yen, sharply above the initial offer price of 700,000 yen. ''The initial trade was within expectations,'' a broker at a major brokerage said. ''Still, there seems to be a bit of over-exuberance in the market for the shares, which may or may not last.'' Brokers said part of the reason for the popularity of the shares could be the fact that only 975 shares were offered. The offer price was determined through a book building process with the lower limit set at 350,000 yen. The upper limit was raised from 600,000 yen to 700,000 due to the large demand for the shares, a Yahoo executive said earlier. Yahoo! Japan is a joint venture between Yahoo Inc (YHOO), a U.S. based Internet service provider, and Softbank Corp (9984.Q) a Japanese software publisher. - Tokyo equities desk (813) 3432-9404 biz.yahoo.com ======== According to this link, 318 shares were traded. quote.yahoo.co.jp Note to bears, if you click this link you will contribute to Yahoo! Japan's page views. Peter