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

To: MR. PANAMA (I am a PLAYER) who wrote (11805)	7/7/1998 1:04:00 AM
From: Dale J.	Read Replies (2) \| Respond to of 27307

Bateman, You sound like a Yahoo long. I find it odd there doesn't seem to be many longs around this thread. Almost everyone is talking about shorting Yahoo. Dale

To: MR. PANAMA (I am a PLAYER) who wrote (11805)	7/7/1998 1:20:00 AM
From: Tim Bagwell	Respond to of 27307

One thing is for sure, we are witnessing a phenomenon that will be talked about for decades. Like the "tulip-mania" craze that shook the commodities markets of Holland, these little Internet "bulbs" have taken on a trading value that has no basis in the underlying company. These stocks have a trading value set only by what the next greater fool is willing to pay. Of course, they all end the same way. You see, value really is a cornerstone of investing. To have it any other way is chaos and the market will always move to minimize the instability.

To: MR. PANAMA (I am a PLAYER) who wrote (11805)	7/7/1998 1:29:00 AM
From: Da Zipstah	Respond to of 27307

I am not a LONG-baiter, but I'm sorry, the current YHOO valuation is IDIOTIC... Shorted five YHOO Aug 185 calls @ 26 today. YHOO's fall back to (at least) 150 is "when" not "if"... Aloha and happy investing, Da Zipstah

To: MR. PANAMA (I am a PLAYER) who wrote (11805)	7/7/1998 10:05:00 AM
From: Moneysmith	Read Replies (1) \| Respond to of 27307

Time for a reality check. I find that mutual funds do not have the market cornered on intelligence..there is a strong herd instinct with them and they are buying stocks like Yahoo because they want them on their books to please the customers..its the flavour of the month. I also find little evidence to assure me that any of these funds like Fidelity are in for the long haul and will bury these holdings somewhere...they will trade like everyone else and when we hear that they have sold a big position then we will sell.