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

To: Sam Citron who wrote (9094)	4/4/1998 12:01:00 AM
From: Bill Harmond	Read Replies (1) \| Respond to of 27307

>>I think Yahoo is one of the best, if not THE best of the internet companies. I agree, Sam, but I think DoubleClick has Yahoo's commercial potential. They are carefully assembling the best management in the business, and most websites will outsource advertising sales and commerce for both development and management. I think the leverage for DoubleClick is immense. The recent IPO's chart is very strong. >>I think the sector is in a bubble phase at the moment and will probably peak out by May. There is plenty of hot money in the sector, but much of it is chasing more marginal stocks. The leadership will correct some along with the others, but I'm not concerned about it right now. The key for me is to stay in the leadership even though they're advancing at a "slower" rate.