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


To: fut_trade who wrote (2952)11/18/1997 9:35:00 PM
From: Bill Wexler  Respond to of 27307
 
Yes I have. We simply differ in our interpretation.

For example - the "hyper-growth" scenario..

I have stated time and time again that it is relatively simple for a healthy young company to grow revenues from $1 million to $2 million over the course of one year (100% growth!!!!!).

It's quite another matter for that same company to grow from $100 million to $200 million in revenues (...and grow margins to boot).

techstocks.com

Here's an example of what you can buy for Yahoo's market cap. ... and still get nearly a billion in change....

techstocks.com

I'm arguing that Yahoo's fundamentals have been so radically decoupled from the stock price, that investors buying in at this point are paying for enormous revenues and earnings that may not materialize for years....if ever.