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


To: LRS who wrote (8618)3/20/1998 11:42:00 AM
From: saju chacko  Respond to of 27307
 
the word on the street is that this stock will be at 500 presplit in five years.

Saju



To: LRS who wrote (8618)3/20/1998 12:26:00 PM
From: LoLoLoLita  Read Replies (1) | Respond to of 27307
 
apologies if this was already posted, but Yoohoo?'s
"market cap per pair of eyeballs" was $119 on 3/18/98,
a far outlier, while the industry average was $58.

fnews.yahoo.com

from the above story:
---------------------
Deep in some embedded value metric that we must have inherited from Ben Graham, the legendary value investor, we suspect that users are probably worth about $25. Merchandise-buying users--we'd dub these "customers," are worth far more.

On the other hand, the nomad milking free services from the search services Yahoo, Excite (NASDAQ:XCIT - news) , Lycos (NASDAQ:LCOS - news) and Infoseek (NASDAQ:SEEK - news) may be fairly valued as a drag on the balance sheet, the equivalent of someone walking into a movie theater and watching the actual movie for free--as long as they watch the popcorn ads also.
---------------

hey, they sure as hell aren't making any money from me!
i milk them all.

David



To: LRS who wrote (8618)3/20/1998 11:17:00 PM
From: Bill Harmond  Read Replies (2) | Respond to of 27307
 
>>The more I think about it, the more I want the institutional ownership to be about 70% of the float.

It'll get there.

>>all the pigs already at the trough

Yahoo has 125 institutional investors ($100 million plus) sponsoring it to date. Besides over 5,000 mutual funds there are thousands of trusts and pension funds that are that big.

We're still really early.