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


To: fut_trade who wrote (5473)1/1/1998 9:56:00 PM
From: Rio Jangada  Read Replies (2) | Respond to of 27307
 
To all: I just uncovered another compelling reason to short YAHOO!!

Its called Hotmail and I tell you all it is HOT! I joined the crowd and set up a free email account. It is very simple to use and it is integrated with classified ads, the infoseek search engine, news etc. And as many here are aware just a few days ago it was announced that Microsoft purchased them! Might it draw users away from Yahoo!? You bet! Now that my email resides there I'll be clicking on it every day and less on YAHOO!
check it out hotmail.com

One question: Where is there more leverage? 1) in YAHOO!'s steep stock price or 2) in Microsoft's steep stock price plus its deep pockets and its clout?

RJ, happily short at 69.



To: fut_trade who wrote (5473)1/1/1998 9:58:00 PM
From: Rational  Read Replies (1) | Respond to of 27307
 
Peter:

On which day did WSJ and/or Barron's talk about bursting Yahoo!'s price bubble?

The only reference I posted here was from the last week's Barron's, which mentioned that Yahoo! would have to charge for logging in because most internet users are interested in content and rarely click on the advertisements. Unlike advertisers in the printed media, internet advertisers can easily document whether or not their site has been visited from an advertisement on Yahoo! Barron's quotes research showing advertisers have been disappointed so far and that Yahoo! will have to show earnings only by charging membership fees; but this (IMO) destroys Yahoo!'s popularity due to the free access.

Sankar



To: fut_trade who wrote (5473)1/1/1998 11:06:00 PM
From: Erich White  Read Replies (1) | Respond to of 27307
 
Peter,

Didn't mean to step on any toes...like I said I just started following it, and I currently hold no position in the stock.

Erich