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

To: Douglas V. Fant who wrote (2421)	11/5/1997 6:30:00 PM
From: damniseedemons	Read Replies (2) \| Respond to of 27307

Wow Doug, there's so much to say and I'm low on time :( Briefly: I'll start by no denying that YHOO is extremely highly valued by any traditional standard. But I just don't think it's an issue, because I believe YHOO's business will continue to grow much faster than the stock price. Hence, a "natural correction," as I call it, and the stock's absolute valuation slowly decreases. Yahoo has become a central point (hub) on the internet. It's not just a search engine, it's more of a media company for content aggregation, and soon, an online community. The traffic volume growth is key. And YHOO also has plans to move into electronic commerce. I do think YHOO will score huge when the get their free email service going. On top of all the random users, it forces regular, steady, predictable traffic on their site. It was an awesome business move on their part. Sorry I don't have time to get into details now. I may soon do a formal article on YHOO. Sal PS. As per my posts yesterday, I think YHOO's calm/steady ascent means that it is NOT a bubble.