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

To: Oeconomicus who wrote (4680)	12/18/1997 1:16:00 PM
From: Eric Klein	Read Replies (1) \| Respond to of 27307

I agree that if DoubleClick IPO flops it will have bad effects on YHOO and AOL. Another interesting factor from the ISDEX article is that DoubleClick is valuing itself at 7 times revenue, and the article is questioning the value. What does that say about YHOO which sells for about 40 times revenues? It sounds like YHOO "fair value" is less than $10. A funny thing is that the ISDEX article assumes that ad revenue will grow at an incredible rate, they just state this as though it's a given. The WSJ article challenges this assumption. If the assumption ceases to be believed, this stock will be history. YHOO seems to stand alone in it's valuation, not a comfortable position to be in. Some posters on this thread have threatened a short squeeze, IMO the squeeze has already occurred. A short squeeze is a short term phenomenon, when the squeeze is over, the stock typically falls like a rock. Also, IMO, the bulls should be grateful for the high short interest, it can act as a cushion when a stock is undergoing a sell off. Sometimes the only people buying are the shorts taking their profits.