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: Thomas C (Hijacked) who wrote (10989)6/7/1998 11:40:00 PM
From: Bob Kimball  Respond to of 27307
 
What will bring YHOO down?

Demotion from star story stock to growth stock. Despite comments about earnings correlations, when they miss a quarter's expectations it won't help the share price. Not likely real soon, but given the high expectations, not out of the question within a few quarters.



To: Thomas C (Hijacked) who wrote (10989)6/8/1998 1:20:00 AM
From: bobby beara  Respond to of 27307
 
Thomas, from your own forecast you should know that when the correction comes all stocks will be revalued to more historical mean p/e ratios and that will be very mean for tulip holders.

Tulips need sunshine, water and mild temperatures. I'm expecting this summer to get very hot and dry -g-

>>>But how about trying to predict that before it even happens?<<<<

Thats for gamblers, not Buffett types.

Nothing wrong in my eyes about the company or it's prospects, just the extreme valuation is painting an extremely rosy picture for an unproven business model. The internet now is the domain of garage start-ups and in a few years it may be technologically much different and have a whole new set of players dominating it.

bb