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

To: Angelo J Cici who wrote (10262)	4/17/1998 5:19:00 PM
From: Smart Investor	Read Replies (1) \| Respond to of 27307

It would be insane to compare YHOO with MSFT. I do not think YHOO will be able to make $1.00 in 1998, and not even close to $2.00 in 1999. There are just too much competition in this business. For god sake, it only made 10 cents last quarter ! To me, its stock price should be below $20. Do not forget, many big and stronger companies, including MSFT, are also coming into this business. Remember Intuit and NSCP ? People said that they will be the future MSFT too a couple of years ago. Where are they now ?

To: Angelo J Cici who wrote (10262)	4/17/1998 7:22:00 PM
From: Tom Kearney	Read Replies (6) \| Respond to of 27307

YA-hoo is greatly undervalued!! According to WSJ, Internet traffic is doubling every 100 days. YHOO has .08 earnings last qtr. By next year that will be a $1. But, the internet won't slow down by then. Continued growth at that rate will take them to $13 a share earnings/qtr only 2 years from now. Then it will begin to level off. Considering a conservative PE of 15 to 20 then, discounting for the .8% inflation rate, and the 7% opportunity cost of not investing in treasury bonds, plus a healthy hit for risk, in case things don't quite work out, YHOO is a steal at anything under $500/share. BTW, OT, has anyone found any good sites for buying tulip bulbs? It's spring, you know. Regards, TK