SI
SI
discoversearch

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: satish kamat who wrote (9993)4/14/1998 3:40:00 AM
From: craig crawford  Read Replies (1) | Respond to of 27307
 
<< BTW, why/what you see in YHOO that justifies YOU to pay $110/share, knowing how critical you are (COMS,FIBR). >>

What does COMS and FIBR have to do with YHOO? COMS and FIBR are loser companies, and one of those two is a complete fraud. (I'll let you guess which one I think is the fraud).

Look, I am not smart like William H so I can't convince you that YHOO is a good buy from all this cash flow accounting business. I am just a dumb mo-mo guy that sees shorts exacerbating a tight supply high demand stock.

Don't forget, up until the 16 point two day run in XCIT I was actually more constructive on that stock lately. Now it's overbought like YHOO.

Internets that I don't like are RNWK and AOL. AOL uses creative accounting to mask it's weaknesses and RNWK in no way justifies a market cap over $1 billion, considering it won't be profitable until the year 2000. I suppose if management is savvy and a little lucky RNWK might justify their price in a couple years, but I'm not convinced yet.

I am very impressed with YHOO and XCIT management.