Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Michael Collings who wrote (9257)	4/8/1998 1:38:00 AM
From: damniseedemons	Read Replies (2) \| Respond to of 27307

Similarly to my strategy with call options, I'd suggest that bears used puts instead of shorting the stock.

To: Michael Collings who wrote (9257)	4/8/1998 3:05:00 AM
From: PAL	Respond to of 27307

My take for the earnings announcement and conference call is that Yahoo management will be very professional and present the facts, just the facts and no hype. Bear in mind that a runaway stock price is not good for the future of young companies like Yahoo. They have to attract good ambitious young talents and have to compete against the likes of MSFT, ORCL which have deep pockets. Jobs are begging for young computer scientists, especially in Silicon Valley. Companies like Yahoo have to offer incentives in the form of stock options. Usually the excercise price is based on the recent trades (average of or low of the period etc.). To have Yahoo stock commanding nosebleed level, that stock option does not have much appeal. How much more of an appreciation can that young scientist hope for? Management and insider have sold their shares earlier this year. They are the people who know best about the company. For the above two reasons, I feel that management will not at all opposed if the conference call does not translate into price appreciation. My take is that there will be no stock split.