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

To: Leland Charon who wrote (12294)	7/8/1998 10:01:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 27307

Shorts, read this and weep!! Again, I do not even have a position in YHOO, but thinking of establishing one, and it ain't gonna be short!! (Bold and Italics not included, from briefing.com) MileHigh ====================== YAHOO! (YHOO) 186 3/16 -4 13/16: Yahoo! comes through again. After pouring over the Q2 numbers, it's hard not to like this stock, even if it has rallied 750% from its close of 22 on the first day of trading. The $0.15 EPS easily beat the $0.09 consensus and even the most optimistic whisper numbers. Revenues and average hits continue to rise at roughly a 200% year/year pace, and sequential revenue growth of 36.4% shows that there has been no let-up in the most recent quarter. Even more impressive is the 50% sequential growth in registered users (those who submit their personal data for email, My Yahoo!, etc.) to 18 mln from 12 mln. AOL would love that kind of subscriber growth, and Yahoo is getting it without having to deal with modems and busy signals. The leverage in Yahoo's business is extraordinary, even if you only consider the advertising possibilities. If Yahoo can successfully leverage its brand name to get a chunk of the Internet's huge e-commerce dollars, then the upside for this company is tremendous. Trying to evaluate this company based on price/sales or price/earnings ratios that extend out just one year is impossible. Yahoo's money will be made in the next ten and twenty years, and judging from the quality management of this company and its powerful brand name, it will be a lot of money. The 750% rally may seem overdone, but look at it this way -- if YHOO can match AOL's past success, which is certainly possible, it will be trading at better than 2,600 in 2004. We added Yahoo to our core portfolio at 117, and our only regret is that we didn't add it sooner. YHOO is currently up about 10 in after-hours trading and we still like it -- Yahoo is a dominant company in a sector experiencing exponential growth. Not a bad place to be.... Chart