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

To: Bill Harmond who wrote (7051)	2/1/1998 9:09:00 PM
From: PeterGx	Read Replies (2) \| Respond to of 27307

<<Comparing Yahoo risk to Netscape because of Microsoft is simplistic nonsense>> Yahoo does not need MSFT. It has plenty of other competitors and the list is getting longer by the day... One is monopoly . Two-three olygopoly.. more than that is cut throat. eg from MSEI 4.0 "Search" Button "Webcrawler, Yahoo, Lycos, Infoseek, Link Star, Excite, Altavista, Opentext, Magellan (and several other popular search engines as they gain popularity)."(HTML source)

To: Bill Harmond who wrote (7051)	2/1/1998 10:08:00 PM
From: phbolton	Respond to of 27307

W. Hammond wrote "That 20% of Yahoo's revenues come from pornographic sites is simply ludicrous." Well, you might want to call investor relations at Yahoo and change the word "pornographic" to "adult" and see what they say. and ok this is what "little women" turned up (and no I didn't bother to look at any of them): * Flaykazinsky, Sno - coSNOpolitan Online Magazine - Hot steamy sex, ALL the time.Come join our little online spa and mingle for a bit. We have news, sports, women, traffic, weather, sex, strippers and more * 40 Plus - erotic videos and photosets of mature English women. Utter discretion and secure on-line ordering. Sample pictures from every video. * Secret City - heterosexual, couples, gays, bisexual, women only, toy, anal fantasies with free samples. * Video Liquidators - hot stuff, women, lust and pleasure all xxx, totally unrated, and outrageous. * XXXVIDEOXXX.COM - The largest source of adult videos on the Internet.All types of tapes available man-women, women-women ,male, gang bang etc. * Amazon Supermodels - world's tallest and most muscular women on video. * Asian Sexy Adult Video - featuring Asian women. Free samples, lots of XXX action. * Mission Direct - mail-order interactive adult CD-ROMs, sex toys for men and women.

To: Bill Harmond who wrote (7051)	2/1/1998 11:53:00 PM
From: Howard Hoffman	Read Replies (1) \| Respond to of 27307

<<yet AOL's stock performance over the last four years makes Microsoft's splendid showing look like a steel company's by comparison.>> William, Please go study AOL's chart for the last 2 years. Do you see the correction from 65 down to 25? Most of the shorts here are not saying YHOO is dead or it is going out of business. Just that you have the same kind of "stock ahead of company" story that is especially prevalent on such a high profile, everyone-thinks-they-are- a-stock-picking-genius company. Do not blame the correction from 65 to 25 only on the technical difficulties that AOL had during that time (1996). AOL was way overpriced then (and it looks like it is getting back to thay condition now). YHOO appears headed in the direction of AOL '96. The only question is: Has the big correction started or is it yet to come? The higher YHOO goes, the greater the risk to longs. If you are lucky, there will be exit points (like Netscape). If not, YHOO could look like another Adaptec, Rainforest Cafe, EFII, etc. and have a one day 40%-60% correction. All YHOO has to do is warn that earnings will disappoint and kiss that baby Goodbye. Personally, I'd rather wait and buy YHOO after it crashes then builds a base. Right now, I'd rather be on the short side. <<The fact is that the New York Times has much to fear from Yahoo. A sizeable minority of the Times' revenues comes from classified and directory advertising, and the majority of its overhead is in newsprint, printing and distribution....near zero-cost line items for Yahoo. Yahoo's readership has grown to 10x the Times' in two years . . . >> Yeah. I'm sure the folks at NYT and the WSJ and IBD and all the other print media are really fearful of YHOO. They will conspire to get rid of YHOO. They will print terribly slanted articles because they . ... And they all lived happily ever after. Good night.