Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bill Harmond who wrote (7960)	3/7/1998 3:21:00 AM
From: StaggerLee	Read Replies (1) \| Respond to of 27307

>>Web user growth running 9% a month Sorry, but you're high on crack if you believe this, and I know you don't. It's always great to prosper against all odds (like playing roulette), but let's stop trying to pretend it's anything near rational. This is market hysteria, combined with internet hype, plain and simple. EVERY valuation measure for this market is at a century-long extreme. EVERY SINGLE ONE. Even the stongest supporters of this stock (including management, who are running for the exits) can't make a rational case for this valuation. Keep buying. Keep worshipping the emperor with no clothes. Why even bother thinking. Fifty-three times REVENUES, and virtually no barriers to entry. What a bargain.

To: Bill Harmond who wrote (7960)	3/7/1998 1:29:00 PM
From: yard_man	Read Replies (1) \| Respond to of 27307

Fairly good analysis, but needs context of current market. Also, please compare with Netscape a couple of years ago.

To: Bill Harmond who wrote (7960)	3/7/1998 6:58:00 PM
From: Michael Collings	Read Replies (1) \| Respond to of 27307

Hey William: I would really like to see you open your eyes. This can't last and you are going to get caught in a torrential downpour and very soon. This is a classic blow off top forming right now. I doubt anyone knows how much longer, if any, it will last, but it has all the signs. Don't let the story get you blind sighted. This stock will go back to the 30's fairly rapidly and even that is "overvalued". But at least at that price it still has all the "potential" factored into the price. Brokerages are tightening up the numbers of stock they will loan out. That means there won't be a lot of buying pressure when this thing drops. What you need to realize is the stock price really has nothing to do with anything other than how many people can be suckered in to buy this thing before it collapses. We are almost there.

To: Bill Harmond who wrote (7960)	3/7/1998 7:33:00 PM
From: JJS	Read Replies (1) \| Respond to of 27307

Lets us assume that in five years Yahoo indeed dominates the Internet search market. How much Yahoo should then be priced compared with Microsoft. By then, in 5 years, Microsoft's market capital probably will increase, say by 200%, to $800 billion. Can Yahoo worth one tenth of the Microsoft. If so, Yahoo will be a $80 billion dollar which is 20 times its current market price. That is one of the reasons why a lot of people still jump into Yahoo at current price. However, the risk is high because Yahoo stock compared with any other stocks, except Microsoft, is very expensive.