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

To: Bill Harmond who wrote (11579)	7/1/1998 4:09:00 AM
From: Bill Harmond	Read Replies (1) \| Respond to of 27307

Looks to me like the Asian bear markets ended for the most part overnight. These developments should be great for US technology stocks, especially semiconductor issues. I think the next thing we have to think about is a snuggling in US rates once the Asian markets and currencies steady.

To: Bill Harmond who wrote (11579)	7/2/1998 1:23:00 AM
From: Tim Bagwell	Read Replies (1) \| Respond to of 27307

<<Yahoo has been generating free cash flow for a year, and has been posting increasing operating earnings for three quarters. If I recall correctly, operating margins have increased from 5% to 17% during the past three quarters. Yahoo is 15% sold, yet, through last quarter at least, CPM's have been increasing.>> Considering that Yahoo has little in the way of overhead they should be able to generate cash flow. But what value do they add? Even a television network provides value through its inherent operation of the medium which it controls. I don't see the same parallel with Yahoo. Yahoo is to the Internet as a TV guide is to television. I don't know about you but my TV guide comes for free in the newspaper. It also has ads that I ignore and throw away. Regards.