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

To: Mick Mørmøny who wrote (12353)	7/9/1998 2:09:00 AM
From: Stanisav Richter	Read Replies (1) \| Respond to of 27307

Consider this: TMC vs. YHOO I like Yahoo. I use it nearly every day. I have it as my home page. Last night I heard a beaming analyst say: "Now Yahoo will be valued like a real media company". For the sake of you longs I hope nobody heard him. The daily newspapers alone of Times-Mirror generate as many "page-views" as Yahoo does. That doesn't take into consideration TMC's magazines and other businesses. They also make many times the ad revenue Yahoo does and sell many times the product through classified ads. They have many well-recognized brands, not just one, and customers actually pay for TMC products. TMC was worth about 5 billion dollars the last time I checked. Let's face it, Yahoo is a wonderful company but it is essentially a very fine international newspaper with small, easily ignored, color ads. Such a company is very valuable and should be profitable. It is not worth 9 billion dollars. If the $200 psychological barrier holds well (the stock doesn't get to $220 and stick) the party is over. Stocks at valuations like this with this kind of run-up do not go sideways. They go up and they go down. The question is really "when" and not "if" YHOO will go back down. That is a very important question, however, if you are short or have options.