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

To: Oeconomicus who wrote (6347)	1/14/1998 9:51:00 AM
From: Don Westermeyer	Read Replies (1) \| Respond to of 27307

Bob, LOL - Comparing YHOO to the Yellow Pages just doesn't have the same impact to me as say comparing Netscape to Bell! BTW - Looks like sell on the news as far as Intel is concerned.

To: Oeconomicus who wrote (6347)	1/14/1998 11:20:00 AM
From: Bill Turner	Read Replies (1) \| Respond to of 27307

>>Anybody hear the tripe that came out of James Cramer just now about Yahoo!? Like the "Yellow Pages in the days of Alex. Bell" in terms of potential. OK, but $3 billion+?<< Well, it depends on how you look at it. AOL is a $9 billion dollar media comnpany. Time Warner is a $38 billion dollar media company. So, top media companies can be worth quite a bit of money. Certainly more than $3 billion. The long view is that Yahoo, well executed, will take its place in the pantheon within several years. If you still see it only as a search engine with banner ads, by all means short it. If you see it as an emerging media conglomerate playing at the highest level, don't (at least not long-term). I see the latter. Bill