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


To: LRS who wrote (3310)11/30/1997 12:20:00 PM
From: fut_trade  Respond to of 27307
 
You'll be asking yourself the same thing when YHOO is near 60 in a few weeks.



To: LRS who wrote (3310)11/30/1997 12:49:00 PM
From: Bill Harmond  Respond to of 27307
 
Everyone knows Four11 has lost money, but last I looked Yahoo was changing hands at $51 a share.

Four11 was a startup. You have to ask yourself how many salespeople did they have? What were their prospects as an independent company versus as a Yahoo subsidiary? What was their SG&A expense? All those functions are being taken over their new parent now, at much lower cost. Four11 is now a big global player with a big global sales force and free, priceless promotion on Yahoo. That's what Four11's owners realized. So they decided, "Doh, let's not be cementheads."

Meanwhile, all those Four11 cumulative losses are a tax asset for Yahoo.

No fleas. Just more page views. The land-grab continues.



To: LRS who wrote (3310)12/1/1997 5:38:00 PM
From: Don Westermeyer  Read Replies (1) | Respond to of 27307
 
LRS,

I really don't know how 411's will impact YHOO's earnings, but it won't be positive (short term). Also the one time $4 million charge won't be a consideration as far as analyst earnings are concerned (one time charges never are).