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

To: Don Westermeyer who wrote (8836)	3/26/1998 7:51:00 PM
From: ItsAllCyclical	Read Replies (1) \| Respond to of 27307

Yahoo/AOL comparisons are for not accurate. Maybe in the future if yahoo is ever allowed to keep some of MCI's access fees maybe. However, it took AOL a number of years to turn a profit. I don't expect MCI will be any different. Until this portion turns profitable don't expect yahoo to get any access fees. Yes, they will get more traffic and more money for advertising, but to say that yahoo's market cap should be similar to aol is pure fantasy.

To: Don Westermeyer who wrote (8836)	3/26/1998 8:35:00 PM
From: The Vinman	Read Replies (4) \| Respond to of 27307

<<AOL vs. YHOO valuation>> Poor comparison. AOL is by many standards a pretty pricey stock, but compared to YHOO it is the steal of a lifetime. The price to sales ratio for AOL is 8, which is pretty lofty. By comparison, 3Com has a price to sales ratio of about 3. YHOO however has a price to sales ratio 72!!! In other words, investors are paying about $8 for every dollar of AOL sales(expensive), where as with YHOO investors are paying $72 for every BUCK in sales(pure insanity). AOL had revs of over 2 Billion in the last four quarters, compared to LESS THAN 100 MILLION for YHOO. If you are long YHOO(obvious), don't try and rationalize current stock price with fundamentals.......it's investment heresy... I will tell everyone here today what will happen to YHOO. Q1 ends Tuesday. Window dressing is over, and in the meantime DOW will be "forced" to hit 9000, and YHOO may move slightly higher with it(resistance around 92). Once this is achieved, market downturn will begin Wed. of next week(or sooner), and the stocks that ran up the most(YHOO) will start a decline($75 short term, lower after earnings)....the faster they rose, the faster they will fall. Concerns and reality of current earnings in tech sector will rock market(Adobe latest), this game of ignorance the market has been playing has almost run its course. I will reference this post when it all happens, just remember that the Vinman made the call(he's as pretty as they come ya know). For the record, I am short YHOO(mid to high 80's), but having said that I am not trying to get longs on this thread to sell their stock to support my position. If everyone that reads this over the next few days sold their stock, it wouldn't make a damn difference in the movement of the stock......this thread isn't followed by institutions..... Good Luck To All.... The Vinman