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


To: Oeconomicus who wrote (8236)3/10/1998 5:38:00 PM
From: TheBigB  Read Replies (1) | Respond to of 27307
 
Why do we need a safe haven now if the regular tech
sector is smoking ?

I think that even if YHOO doesn't go down -
it certainly has run out of steam for a little
while at least.

This has been the most stressful experience in my life
in the past few years.
I'm never ever going to go short again if I can
escape from this one !



To: Oeconomicus who wrote (8236)3/11/1998 10:02:00 AM
From: RDH  Respond to of 27307
 
Yes, R.D.,

the small guy gets burned if he follows the analyst's recommendations.

SUNW (Sun), ORCL(Oracle), INTC(Intel) go down. Analysts say sell.
Little guy gets out puts his money in YHOO or SEEK or AOL or some
other internet stock. SUNW bounces back up ; so does ORCL, INTC,
MSFT and the others. The internet stocks fall. But someone has
made a ton of money.

Are the analysts just always wrong. Or are they manipulating the
market?

I think it was obvious that SUNW was a bargain at 37. Analysts aren't
that dumb.

I think it is obvious that YHOO is overvalued. It is selling at
too much of a premium for even a very promising growth stock.

Do you get a magazine in your mail like "THE PENNY SAVER" or the
"MONEY SAVER" or some other throwaway magazine that advertises.
People actually look at these magazines; actually look at their
advertisements.

Do you watch TV. Do you notice that when you watch it your attention
is focused on the program. Then an ad comes on. It takes up the
whole TV screen. The only way to ignore it is to look away from
the screen -- get out of the room, start a conversation with someone.
But usually you watch a significant percentage of the ads. Especially
if you are by yourself.

Do you ever go to a search engine. How often do you get distracted by
the ads. They don't take up the entire screen. They don't have
any sound. They can be so easily ignored. You get used to the
format of YHOO and just don't look at the areas where the ads are.
They start to become invisible.

YHOO may display the ads first. And maybe that is why it takes
so long to load YHOO nowadays, because the want you to start at the
ads. But YHOO is in a dilemna -- if they load their pages too slowly,
people will use another search enginge.

For about a two week period, WEBTV started having ads between the time
you requested to go to another site and the actual connection. They
would display a ad at this point. It was pretty noticeable. But also
annoying -- WEBTV stopped this very soon after they started this --
I think it lasted less than two weeks. But it was certainly more
effective than the banners you normally see on the search engine sites.

Although people should know better than to invest in YHOO at these
prices; I can sympathize with those that lose money -- because its
hard to ignore the analysts -- they are supposed to be "experts". But
I suspect that although some of them are honest and just inept, some
of them are dishonest and know how to manipulate the market.

Just my opinion.

- RDH.