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

To: Billy who wrote (12450)	7/9/1998 3:49:00 PM
From: Frank	Read Replies (1) \| Respond to of 27307

Billy, Original Cost to buy was $20 (about 1 month ago) Current ask is $110. But since I'm rational and aware that it is a mania, I'm holding out. By analogy, if your comfortable knowing that your in a mania and in YHOO you should feel good as well. Please note that my orginal investment in the Beanies was $180 which if I'd bought YHOO would have been my total investment. Enough hyperbole, there is this product called Webtrends, its a statistical software package. YHOO probably has something like it but much more sophisticated. If they get 150mil visitors, they probably are identifying these as discrete entities, not single people hitting their site multiple times. This is an impressive thing too be sure, but again lets look at TV and use a low end show, this show gets say 10 to 30 million viewers 4X a month, 120 million visitors. During a typical 30 minute show there are about 10 minutes of commercials. A commercial is a fluid, active, sound encrusted image which assaults the senses. Its not a banner which may work for subliminal messages. Its hard and powerful. Today there are at least 5 viable search engines, at least 30 viable auctions, several hundred chat groups, and innumerable porn sites. The competition in this space is fierce and the technology is changing daily. Market cap means nothing to a growing company. Cash is king. Without viable cash flow, R&D stagnates, and competion becomes worse. If a technology company and a media company hook up, which is what MSFT, Disney, CBS, Cendant and XCIT, ATT/TCI are doing, then YHOO will become follow the dinosaur or the do do bird. Personally, I use YHOO only superficially monitor stocks, I've got more sophisticated tools for indepth analysis. For those that argue about brand and loyalty, let me ask you how many Yahoo stores are there with Yahoo books, toys, memorabilia, cars, or any of the other basket of consumer goods. Tommy Hiffilger is plastered on a shirt, Barnes and Noble has big outlets, Mustang is a Ford, YHOO is somebodies wet dream!