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

To: Bill Harmond who wrote (9115)	4/5/1998 9:01:00 PM
From: John Stockman	Read Replies (1) \| Respond to of 27307

I just got word that some major brokerages are very close to downgrading Yahoo from a technical perspective, and it's very possible you will see this happen as soon as earnings are posted. I can't quote the source, but we're looking for a sharp drop by the end of this week when this happens. Do what you want, but I'm taking my profits and running.

To: Bill Harmond who wrote (9115)	4/5/1998 10:39:00 PM
From: Oeconomicus	Respond to of 27307

Yahoo was being priced to capacity Bill, are you saying that the market is pricing YHOO based on the assumption that they will, in our lifetimes, sell out their pages (or even come close)? Yet they are currently only selling less than 20%? Don't you think it's a little ridiculous to pay for 80 million page views when less than 16 million of them have ads? Sure, they could try to put ads on every page, but do you really think rates wouldn't fall through the floor? We could put the same Schwab ad on a billboard on every mile of I-95 from NY to South Florida and the same people would see it hundreds of times a day, but would each viewing of it be worth the same as the first one or two viewings? Possible? Yes. Worth spending money on? No. Buy and hope, Bill.