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

To: Rational who wrote (3125)	11/23/1997 2:12:00 AM
From: Bill Harmond	Read Replies (1) \| Respond to of 27307

>>This will force banks to seek payoffs from borrowers; they have fine prints in lending terms to do so I can see this is cases where borrowers fall below certain capital requirements, but what does this have to do with Softbank? Softbank is covering expenses, and producing a profit. I can't imagine a bank liquidating a performing loan to cover defaults. They'd securitize it or sell it in the aftermarket first, with no effect on the borrower. I'm pretty familiar with the Asian crisis and it's latest Korean symptoms. I 've even been warning about Korea on these boards. I also think the crisis is in its final stages. I think the Nikkei ended its eight-year bear market the week before last. Korea is a tougher call, but the market is holding above its lows while the won still tumbles. If you'd like a better resource than "Ask Mohan", try the Morgan Stanley Global Economic Forum daily: ms.com

To: Rational who wrote (3125)	11/23/1997 2:29:00 AM
From: Bill Wexler	Read Replies (1) \| Respond to of 27307

<<Korea is seeking an IMF bail out for $20 billion.>> Why not just buy $1 billion worth of Yahoo stock? I am sure that the company would be willing to do a secondary just for them - considering that Yahoo has a wonderful track record of diluting its stock (check the percentage increase rise in shares outstanding over the past year and a half). I expect that if Yahoo reports over $20,000,000 in revenues next quarter and ...oh...let's say $300,000 in operating earnings, then those shares will be worth $20 billion overnight!