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

To: Michael Collings who wrote (13937)	9/24/1998 1:17:00 AM
From: Frank Z	Read Replies (2) \| Respond to of 27307

Michael, Why don't you go long until earning and then go short. You did that before. Are you still listening to WH?

To: Michael Collings who wrote (13937)	9/24/1998 11:48:00 AM
From: Bharat Bhatia	Read Replies (3) \| Respond to of 27307

Heard Microsoft is coming out with a killer portal site to compete with Yahoo. With Microsoft as well as Netscape coming on in the not too distant future, along with the existing portals, it's going to get too crowded requiring promotional spending as each try to attract users to their sites. Besides Yhoo earns most of their money in interest income. Whatever ad revenues it makes is just to keep up with the cost of maintaining the site. Right now it's really a financial company. Next year the picture will be clear and Yhoo along with Amazon and America Online will get clobbered. People will understand that the web is simply one of the mediums for media and don't deserve such high valuations. Profits through financial engineering cannot be kept up forever and maintaining earnings growth will be harder each year as competition intensifies. Risk in the future for Yahoo is competition and the changing industry itself.