Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Bill Harmond who wrote (10662)	4/28/1998 11:36:00 PM
From: Mike M	Read Replies (1) \| Respond to of 27307

William- <<This could be a phase Yahoo is entering. Calmer waters that just move along. Every once in a while you might realize, "Gee, I'm up another 50%.">> Since valuation is out the window...I suppose it "could" happen....but should is another issue..... Now you are projecting $9-10 B in market cap....All we need for that is what?....$150M - $200M in sales.....maybe if we pay in ciber dollars.... Mike

To: Bill Harmond who wrote (10662)	4/29/1998 1:11:00 AM
From: craig crawford	Read Replies (3) \| Respond to of 27307

>> This could be a phase Yahoo is entering. Calmer waters that just move along. Every once in a while you might realize, "Gee, I'm up another 50%." << I agree it is certainly possible, especially if shorts keep piling into YHOO. >> Some of the easiest money for the past year has been made owning AOL. No controversy, no volatility... << You mean no controversy until today when the stupid CFO told the street he thinks AOL is worth $150. That would be 170 times '99 estimates. Hmmm...I seem to recall during the Micron hype that they were supposed to earn $20/share. I seem to recall a year and a half ago people were saying INTC was going to earn $5-6/share this year. They'll be lucky to scoot by with $3. C$CO estimates were ramping up like there was no tomorrow, A$ND could do no wrong and networking spending had no end in sight---due to the internet. In fact A$ND was forecast to earn far more money in 1997 than they are currently forecast to earn this year in 1998! There were estimates for around $1.50/share for A$ND in 1997 and now the current estimate for 1998 is only $1.18/share. Those 170 times '99 EPS estimates better hold up Mr. AOL CFO.