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

To: Zebra 365 who wrote (9830)	4/12/1998 1:49:00 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 27307

>>I may yet get the chance to buy it at $60. You're thinking bullish on Yahoo. Great. I can see it in the 60's because that's where the trendline is, but I seriously doubt it will go there any longer unless there's some larger market event. Not after Wednesday. David Readerman (a GREAT analyst) at Montgomery went to a hold rating last October in the 50's because of price. Wednesday night he switched back to a buy rating at 98 and added that Yahoo should be part of every growth portfolio...all on the evidence of the company's accelerating reach and cash flow. I think David opinion change is symptomatic of a new sea change in the Street's assessment of Yahoo.

To: Zebra 365 who wrote (9830)	4/14/1998 1:34:00 AM
From: craig crawford	Respond to of 27307

<< While YHOO is returning good numbers for those who bought at $25 a share, it must grow sales tremendously to do as well for those who buy at $110. >> All I know is that if you talk to anyone who has bought C$CO, M$FT, or DELL in the last 10-15 years and held they are happy. Doesn't matter if they bought it 10 years ago or 6 months ago. Do you know any upset C$CO, M$FT, or DELL longs? Why can't YHOO be one of those stocks that you can buy for years and years while it enriches your life? Anything is possible, YHOO could one day have a market cap the size of M$FT, and that would be almost a 40 bagger from todays price. Put another way, M$FT attained a market cap of over $200 billion in about 12-13 years (as a public company), why couldn't YHOO become a 40 bagger from today's level in 12-13 years? Just something to think about...