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

To: Bill Harmond who wrote (7149)	2/5/1998 6:15:00 AM
From: Don Earl	Read Replies (1) \| Respond to of 27307

Hi William, I tend to trade fairly short term trends and rarely hold a position for much longer than a month or so. I usually use 12 and 26 days for MAs, and those are pointed down. The longer trend lines are up, so it's hard saying if this is a shorter term down trend that's part of the overall upward movement, or a reversal. I'll leave that one to future history students. Seeing what I should have done is always real easy. What to do next is the hard part. It looked like a Mexican stand off on level II today, with a lot of inventory above 64 1/2 and lots of buy orders below 63. Volume dries up when buyers and sellers get that far apart. It should continue moving lower with volume picking up over the next few days. If it doesn't, I'll have to think about it some more. For now I think my puts look just fine, but I can also see where anyone that got in a few months ago would have plenty of cushion to ride out some bumps along the way. A lot depends on a persons time frame. Regards, Don

To: Bill Harmond who wrote (7149)	2/5/1998 9:01:00 AM
From: Oeconomicus	Respond to of 27307

William, quite a write-up. Let's summarize: 1) the fundamentals are so compelling 2)There aren't many Yahoos around 3)Shorting Yahoo ... a damaging game ... don't see any reason for that to change 4)Yahoo is in a bull move 5)Yahoo reminds me so much of AOL in its early years 6)there's only one Yahoo. Nothing compares 7)plenty of patient big money willing to ride it out for the story to unfold Rebuttal: 1)Compelling - adj: demanding attention - You are correct on that one. 2)Do we really need to give you a list? 3)It'll go up because it always has? 4)Are you referring to their PR machine? 5)Does that mean that every 3-4 years, Yahoo will take "nonrecurring" charges that are many times any profits they had ever booked to that point? 6)If you repeat it enough times, it becomes the truth?! 7)That's the kind of complacency that allows them to cash out without anyone noticing. Suddenly you look up and realize that everyone else has left the party. Don't forget to get the lights. Bob

To: Bill Harmond who wrote (7149)	2/5/1998 12:10:00 PM
From: ItsAllCyclical	Read Replies (1) \| Respond to of 27307

All the money flowing into the market is going into market leaders and value stocks (Semis and energy). There are many stocks getting squeezed but yahoo is not one of them. Yahoo may consolidate around 50, but it also may fall down once it gets there. I'm waiting for Microsoft to really start promoting Yukon. Also xcit and lcos are starting to get pricey. It's usually a sign of a topped-out sector when the laggards make such incredible gains in a short period of time. Lastly yahoo is a momentum stock. When these puppies run out of gas look out below. Jim