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

To: Alomex who wrote (5011)	12/23/1997 8:28:00 PM
From: saber hormi	Read Replies (2) \| Respond to of 27307

Remember... this stock just split 2 for 3. It's now worth exactly 100 a share pre-split. Amazing !!! I got lucky I covered and cut my losses during October crash. It's up 30-35 points since for no apparent reason. I'm tempted ("everytime I try to get out, they pull me back in":)) to get back in but this time I'll wait until I see some "kind of deterioration"; something that'll really put pressure on it. But again what? and when? There is no colleration at this point between YHOO and the market, Asia or Bonds. Earnings?... maybe, but then we'll have to wait 4 months for that, in the meantime the beast will probably gain another 30-50 points. Having say that, and assuming there are lessons to learn from the past I think that the "safest" time to take position or add to it (short side of course) is right before the earning release.

To: Alomex who wrote (5011)	12/23/1997 9:51:00 PM
From: Oeconomicus	Read Replies (1) \| Respond to of 27307

I expect substantial revenue recognition of Amazon, CDNow and ... Al, visiting from AMZN I see. Are you long this one too? Just thought you might want to know, it's looking like another disappointing Christmas for retail sales (according to retailers interviewed and the surveys quoted by the talking heads on TV). Perhaps you should adjust your expectations. Also, did you see the ABC News report last night about how Internet retailing does not seem to be living up to the high expectations for this Christmas? Unlike other posters, I don't enjoy seeing anybody (except maybe Jeff Vinik, lol) lose their shirt, so I hope you are hedging. Regards, Bob