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

To: LRS who wrote (4385)	12/14/1997 8:36:00 PM
From: LRS	Read Replies (1) \| Respond to of 27307

To all longs and shorts, here is something that I don't get. Assume that we accept the thesis that YHOO is the undisputed king of the net. Why is it priced so exorbitantly compared to XCIT (undisputed #2)? yhoo xcit Mkt Cap $3,000M $400M Revenue (last Q annualized) $69M $58M Page Views 55M 26M Unique Visitors 17M 9M Mkt Cap/Rev 43x 7x Mkt Cap/Page View $54 $15 Revenue/Daily page view $1.25 $2.23 Revenue/Unique visitor $4.00 $6.44 XCIT is crushing YHOO on a business performance basis (look at the last two metrics). NO TWO WAYS ABOUT IT. If you want to go long a stock go for XCIT. One can't help but think that YHOO is just a bit overvalued when looking at these numbers....... (also, that YHOO has "profits" is meaningless since you can get better financial returns from US Treasuries....as explained before...)