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

To: Robert Sievers who wrote (7840)	3/5/1998 11:17:00 AM
From: craig crawford	Read Replies (2) \| Respond to of 27307

<< Are you now saying that YHOO's stock price is somehow related to earnings? >> Yes, YHOO is going to earn a lot of money and be a very successful company. YHOO will probably get twice as many page hits today but their costs certainly didn't double! Once their large fixed costs are paid for it's as simple as skimming the cream off the top. The only argument the bears have is valuation. YHOO has a successful business model.

To: Robert Sievers who wrote (7840)	3/5/1998 11:22:00 AM
From: Bill Harmond	Respond to of 27307

>>Are you now saying that YHOO's stock price is somehow related to earnings? Of course it's related to earnings. Anticipated earnings. With interest rates benign, Yahoo's market opportunity so compelling, and its competitive position so strong, investors are willing to discount earnings much farther into the future. Yahoo is an exceptional situation. Same thing happened to AOL in 1993. If any of those three legs were to fail, Yahoo would be in trouble. Until then, few care much about zigs and zags.