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

To: Mike Farrar who wrote (9330)	4/8/1998 4:51:00 PM
From: yard_man	Respond to of 27307

Hey don't get me wrong. It's overpriced fluff in my eyes. I just think that folks are going to be handed a better oppty to short or put. You don't beat the estimates by 100% and go down unless the market cracks.

To: Mike Farrar who wrote (9330)	4/8/1998 4:56:00 PM
From: William Cooper	Respond to of 27307

What if their was only 100,000 shares outstanding then $97 dollars would be incredibly cheap. You should use Market Cap not Price per share to judge how expensive or cheap a company is. But your point is well taken; about a 4.5 Billion dollar market cap and $30 million in revenues??????

To: Mike Farrar who wrote (9330)	4/8/1998 5:12:00 PM
From: David Kaplan	Respond to of 27307

In this .08 number, one should realize that approximately .03 cents comes from interest income. This interest income should not be factored into valuation of a company since it is non-operating by nature. Plus 20% sequential revenue growth can only take you so far.

To: Mike Farrar who wrote (9330)	4/8/1998 9:22:00 PM
From: DarrenS	Read Replies (1) \| Respond to of 27307

whatever pe ratio analysts give this stock, it is a hell of a lot better than infinity, which a lot of young internet stocks have as their pe ratio. I think your argument is bogus. You also have to count the growth rate and sources of income which have not been discovered yet. The world is changing fast. People tend to underestimate how different tomorrow will be from today. The world in the internet age has just been born and YAHOO HAS THE WHOLE WIDE WORLD IN ITS HANDS. Anyone who bets against these facts is probably insane.

To: Mike Farrar who wrote (9330)	4/9/1998 2:53:00 AM
From: Doug Fowler	Read Replies (4) \| Respond to of 27307

A $5 billion market capitalization for a $30M quarter? Let's look at this in a few ways. 1. Annualized, that is $120M, or 40 times annual sales. 2. Annualized, that is 300:1 P/E ratio. 3. Let's say Yahoo doubles sales next year and the following year. Then we have a current market cap of 10 times sales and a 75:1 PE ratio. 4. Sequential growth over last quarter was just 20 percent, which is lower than previous quarters. 5. 95 million page views a day. That is impressive. But why aren't their sales higher? And why only a 20 percent growth in sequential revenue when page views were up 45 percent? At once cent per page view (and Yahoo often charges much more, as much as five cents per page view), the number would be $90M per quarter. 6. So, Yahoo has a lot of pages it is NOT currently selling. That means they CAN sell a lot more, but there aren't enough people to BUY the page views. That would indicate Yahoo is lowering its prices.