Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: David L. who wrote (3983)	12/9/1997 4:07:00 PM
From: Robert Sievers	Read Replies (1) \| Respond to of 27307

I will have no sympathy for William Hammond's niece when the $8400 turns back into $3000. I own FORE, P/E 40, in the networking market, well positioned, high growth rate. Oh, yes, it trades for $18, last year it was at $60, but the company is still growing and hasn't changed business models. What happened? The same thing that is waiting to happen here. Sell your YHOO and go buy some FORE.

To: David L. who wrote (3983)	12/9/1997 4:21:00 PM
From: Mama Bear	Read Replies (2) \| Respond to of 27307

David, um, Yahoo! finished DOWN on the day. Finishing DOWN does not qualify as a "strong" run. Especially when CNBC had this to say ~3 PM: <CNBC_Live> today and tomorrow. Internet world is the leading <CNBC_Live> internet trade show and over 600 companies are going to be <CNBC_Live> in attendance here in new york. <CNBC_Live> it is a good time for it because the internet stocks <CNBC_Live> have had a terrific month after hitting recent lows the <CNBC_Live> first week of november, internet stocks as a group are <CNBC_Live> up 14% just in the past 3 1/2 weeks. <CNBC_Live> what is going on, andrew williams at volume pe brown <CNBC_Live> says a lot of people are starting to understand the <CNBC_Live> store see behind these stocks that we are seeing the <CNBC_Live> emergence of a brand-new mass medium. <CNBC_Live> the problem has been setting valuation and figuring out <CNBC_Live> what they are worth but as the companies begiome more <CNBC_Live> profitable they can use more traditional valuation methods <CNBC_Live> like p-e rashs -- ratios versus a perception of how big <CNBC_Live> the medium could be. Don't mistake t some of the <CNBC_Live> internet stocks are profitable now. <CNBC_Live> for example, aol is profitable. <CNBC_Live> yahoo! is profitable. Lycos is profitable. <CNBC_Live> one reason? Well, some the new business <CNBC_Live> model. They are auctioning off their <CNBC_Live> real estate in exchange for a guarantee revenue stream. <CNBC_Live> for example, one ---800 -- 800-flowers is paying aol 25 <CNBC_Live> million dollars over 4 years plus a percentage of the transactional revenue just to <CNBC_Live> be featured on their site. Now analysts at volpe brown <CNBC_Live> initiated coverage of aol with a buy today saying the company <CNBC_Live> has delivered the most consumer-oriented content and <CNBC_Live> communications offering on the entire internet. <CNBC_Live> they note with with the 10 million subscribers the user <CNBC_Live> base of aol is larger than the circulation of people magazine, <CNBC_Live> "usa today", "the wall street journal" and "the new york <CNBC_Live> times" combined. In the closed environment that <CNBC_Live> they control, the company can collect det demographic <CNBC_Live> and psychographic data on its subscribers the analysts say <CNBC_Live> and they now have several hundred million dollars in <CNBC_Live> marketing agreements with 1-800-flowers, with amazon.com <CNBC_Live> and several other companies. V lo, pe brown has a 12-month <CNBC_Live> price target of 110 dollars on america online. <CNBC_Live> aol is down to 85 1/2 today but up 16% in the past couple <CNBC_Live> weeks. The average tv person spend <CNBC_Live> morse than 4 hours day a watching tv. <CNBC_Live> whole month. The business users spend about <CNBC_Live> 6.6 hours a month. But according to aol internet <CNBC_Live> users are spending less time watching tv and that is a very <CNBC_Live> powerful information because marketers are beginning to <CNBC_Live> migrate to the web as well. In july to september of 1996, <CNBC_Live> for example, the average a lo, ol user spent 15 minutes a day <CNBC_Live> on aol but one year later in 1997, they spent 39 minutes. <CNBC_Live> they more than doubled the time they spent aol. <CNBC_Live> as for goldman sachs internet conference, mike paric at <CNBC_Live> goldman sachs says several companies should be making new <CNBC_Live> product announcements including sun microsystems, <CNBC_Live> oracle and aol which is expected to announce a new <CNBC_Live> technology initiative for its client software. <CNBC_Live> steve case, by the way, the ceo of aol will be on "tech <CNBC_Live> '97" with our own bruce francis tomorrow at 10:30 <CNBC_Live> eastern time. Sue t makes you wonder whether <CNBC_Live> aol and yahoo! are going to be the nbc and abc and cbs of the <CNBC_Live> internet world in the future. We will have to stay tuned to <CNBC_Live> find out. Enjoy the drop David. Barb!