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

To: Mama Bear who wrote (2722)11/12/1997 6:25:00 PM
From: peter grossman  Read Replies (1) | Respond to of 27307
 
>>When people on the same side of the trade as me quit talking about the trade, and begin only to talk about HOW MUCH their GOING to make, it puts my guard up. It's already in the bag, huh?<<<

Yes, I believe that Yahoo going lower is in the bag. Whether this puts your guard up or not is your business. This does not mean it's going lower tomorrow or next week, or next month, just that its valuation is simply unsustainable -- save at least three years of much better than the extraordinary growth already anticipated.

After today's action, I think a better short term (and safer) play than simply short Yahoo is an Excite Yahoo spread. But I feel pretty comfortable on the short side here.



To: Mama Bear who wrote (2722)11/12/1997 6:44:00 PM
From: fut_trade  Read Replies (2) | Respond to of 27307
 
<<Like shooting fish in a barrel.>>

Come on bears -- I can name dozens of stocks that choked with YHOO -- including DELL! I think a good value for YHOO is about 40, perhaps high 30's.

Peter



To: Mama Bear who wrote (2722)11/12/1997 7:54:00 PM
From: Bill Harmond  Respond to of 27307
 
>>I hear they serve killer coffee over there

Coffee?? :)


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