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

To: Bankceo who wrote (2585)	11/7/1997 4:56:00 PM
From: ItsAllCyclical	Respond to of 27307

I agree yahoo is good short candidate, but I would caution to say it's a gift from god. Even if you are right there are still huge amounts of momemtum investors in the stock which can make your/my short look ugly in no time. Also PE is somewhat misleading in the short term. Looking at .35/.08 you get over 400% growth so the stock should have a PE of 400 or less based on conventional wisdom these days. I don't agree with this however. If you looked at last quarter much of their earnings were from investments, not sales. I'm also short, but I like to look at Price-to-sales ratios and market caps. While YHOO is the clear leader in the search engine arena I don't think it should have a premium 5 times larger than it's peers. All that being said I'd be happy to see it go to 35. Happy shorting. Jim