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

To: tech who wrote (2527)	11/6/1997 9:04:00 PM
From: Bill Harmond	Read Replies (4) \| Respond to of 27307

>>Will AOL's bad news affect Yahoo tomorrow? I don't think AOL reported any bad news tonight. I thought the results were strong. CNBC was hyping AOL all day yesterday, saying rumor was that AOL would blow-out its estimates tonight. It met them, so some may have disappointed. Off the top of my head, I think the sell-off after-hours tonight still leaves it higher than Tuesday's close. >>Is that the reason for the downdraft late today, or was it the S-3. As far as Yahoo goes, it depends whether AOL says anything adverse about Yahoo's markets, like slowing advertising market growth(which would be unlikely) or whatever. The tech sector was down today ahead of the dreaded labor report(and a PC price war), so I wouldn't read too much in Yahoo's pull-back today. Also, Yahoo has come an astonishingly long way during the last seven days. It could easily drop below 50 again, even stay down a while, but I wouldn't sweat it (except having to hear from the gazillion bears on this thread about how Yahoo is trash and how they told us so!). The S-3 is Four11 sellers cashing in. Visa cashed in their stock a couple months ago and Yahoo is trading near its highs. The S-3 was issued on Oct 28, and the filing price was 41.50. Go figure. My only concern for Yahoo's stock performance is long-term interest rates. I doubt the Fed will tighten this month unless they want the dollar to strengthen further, really kill off emerging-market currencies, and bomb the world economy. I think the Fed's hands are tied. The Asian crisis is slowing growth here (pummeling growth Asia and in South America which exports so many raw materials to Asia), contributing to disinflation here (deflation in Asia) and the bond market knows it.

To: tech who wrote (2527)	11/7/1997 9:07:00 AM
From: chirodoc	Respond to of 27307

<<<<<<Will AOL's bad news affect Yahoo tomorrow? Is that the reason for the downdraft late today, or was it the S-3. ........and intel and western digital, and lam research, and ibm, and deflation and............hong kong, korea, japan, thailand, brazil.......... ........the list goes on ........big sell-off--i have been raising cash on the peaks to buy on these dips ...waiting for entry point on yahoo........sold excite........what is the low going to be for yhoo for the bloody october-november?