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

To: Don Earl who wrote (7042)	1/31/1998 11:21:00 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 27307

Don, Generally the lockup period is 180 days from the IPO, unless that date falls within a quiet period. If that happens to be the case then the lockup ends after the reporting date. A good example of the latter is 3Dfx, whose lockup ended Friday.

To: Don Earl who wrote (7042)	2/1/1998 3:04:00 AM
From: Keith J	Read Replies (1) \| Respond to of 27307

Don, I'm definitely not an expert in this field. BTW, we had 3 days of 2 million share volume this week, I think, which if what you say is correct, could be part of the reason for the heavy volume. R.E. being first to do deals. Has YHOO inked a deal with Cybermeals yet? AOL and XCIT have. Also, AOL is supposed to report a profit of about $16 million this quarter, and sports about a $10 billion market cap. And AOL has about what, 11 million members. Good revenues, but lousy profits. I certainly don't think this stock is undervalued either. If the "profit" is from the advertising & advertising deals, will the caps of the "search engines" move towards AOL, or will AOL move towards the search engines? Remains to be seen. But possibly another hedge position if one has the inclination. KJ