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

To: LRS who wrote (7073)	2/2/1998 2:36:00 PM
From: Keith J	Read Replies (1) \| Respond to of 27307

Uh, oh. Briefing getting into the act. Starting to do an internet area, below are blurbs regarding a few names: <<Excite: Recent stock run-up reflects increased probability of survival. Losses still huge. More risk, more potential reward than LCOS, which has a lower market cap and is growing less rapidly, but has stronger financials. Infoseek: Seems fairly priced at about half the value of LCOS and XCIT. Many still question whether 4 search engines will survive. SEEK is fourth. Netscape: Shows how much risk there is in Internet stocks. The market leader, but they still can't make money, so they're going to give products away for free. Not sure where they make the profits from here to justify a still very high $1.5 billion market cap. Yahoo: World-class brand name and excellent business model with huge leverage if advertising keeps rising. For those with longer memories though, advertising can be cyclical. Good management likely to find other sources of revenue. Briefing has been skeptical before, and there is risk given huge valuation, but they will make money, perhaps lots of it.>> Sounds like they're pretty bullish on YHOO and pretty bearish on the others listed. And NSCP isn't a world-class brand name sporting a market cap half of YHOO's? Doesn't NSCP have other business lines? Huge losses at XCIT? Hardly. Is YHOO making money hand over fist? XCIT will survive? Only 3 search engines may survive? Hello MSFT, NSCP and AOL. Just some food for thought. KJ