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: LRS who wrote (10083)4/15/1998 10:53:00 PM
From: Marc Newman  Read Replies (2) | Respond to of 27307
 
LRS, still playing YHOO options? How does expiration on Friday look, if you don't mind.

Apple had a very good report. More than a 100% surprise and unit volume up 8%. Might counteract some of that Kurlak voodoo tomorrow.

Marc



To: LRS who wrote (10083)4/15/1998 11:27:00 PM
From: Bill Harmond  Read Replies (2) | Respond to of 27307
 
Thanks for thinking of me. :)

I just got home so I don't know many particulars other than from Reuters.

Perfect lesson on why to diversify. This is the last company I'd expect something like this to come from. Probably a great opportunity here. Sound business. Great management. Good model.

Diversification is a wonderful thing. This is a perfect object lesson. Cendant is (was) 2.5% of my portfolio. I don't plan to sell it unless I get reasonable Street advice to the contrary.