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

To: fut_trade who wrote (4665)	12/18/1997 12:08:00 PM
From: santhosh mohan	Read Replies (1) \| Respond to of 27307

Peter, is this just talk or are you putting your money where your mouth is! :-) Nobody is denying that Internet-related growth has been (and perhaps will continue to be) phenomenal. The key is GARP, duhh.

To: fut_trade who wrote (4665)	12/18/1997 12:22:00 PM
From: Eric Klein	Read Replies (3) \| Respond to of 27307

People are trying to short a company that will continue to have strong earnings growth. All hail the Prophet Peter! It seems that not everyone agrees with you. But of course you have a pipeline into the future, whereas ignorant newspapers like the WSJ must merely deal with the here and now. From today's Wall Street Journal: Leading Web-Ad Seller Says It Sees Red Flags It's one of the Internet's most vexing dilemmas: Despite the Web's explosive growth, on-line advertising isn't paying the bills. Now there's new evidence that any payoff from Web ads remains years away... With Web ad revenue continuing to disappoint, some observers are starting to question whether it ever will be the Web's economic foundation. Talk is growing that on-line shopping and other commerce, not ads, will finally make the new medium profitable. To make matters worse, many media buyers say the price of Web ads is falling due to heavy discounting by big sites and competition from cut-rate space sold by companies such as FlyCast Communications Corp., which auctions off the thousands of unsold ad spots that plague Web sites. Here's the link for those who have a WSJ subscription: interactive.wsj.com