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

To: Mama Bear who wrote (2978)	11/19/1997 1:28:00 PM
From: Don Westermeyer	Respond to of 27307

Looks like you made it just under the wire Cemen.., er Barb! :) Good luck, Don

To: Mama Bear who wrote (2978)	11/19/1997 1:56:00 PM
From: h.l. meeks	Read Replies (1) \| Respond to of 27307

Me too, Barb. Shorted 1/2 my position yesterday at $51.50, the other half this morning at $50.75.

To: Mama Bear who wrote (2978)	11/19/1997 6:04:00 PM
From: Mama Bear	Read Replies (2) \| Respond to of 27307

Repost (1 of 2) concerning valuation from AOL Yahoo! board, with the kind permision of the author Frodar!. Submitted for analysis concerning Yahoo!'s (alleged) overvaluation. You be the judge. ----------------------------------------------------------------------- Subject: Re: Internet Ad Revenues Date: Tue, Nov 18, 1997 18:53 EST From: Frodar Message-id: <19971118235301.SAA24559@ladder01.news.aol.com> In article <19971118035800.WAA04652@ladder01.news.aol.com>, renthoven@aol.com (Renthoven) writes: >July 97 - $4.5 million >August 97 - $4.7 million. >September 97 - $5.5 million. This is what bothered me last quarter. This source shows Yahoo revenues at 14.7 million. Yahoo reports 17.6 million. They are getting revenue from somewhere. I read an article somewhere which said they were doing other work for revenue, and also pulling revenues in from the future through accounting tricks. (I suppose that would be something like $5000 down and $100 a month for a slot, count the $5K as current revenue) It will be interesting to see where they go next. I am still stunned by this stocks imperviousness to fundamental analysis. I spent a couple minutes looking over their most recent 10-Q, and it was pretty ugly. There are over 50 million shares out now, and COGS is rising as their content deals come due. At the same time, the contracts they made with Netscape require increasing payments which will make it harder for Yahoo to show earnings growth. This stock is such a dog. (And its biting me!!) -Frodar<<<