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

To: Estimated Prophet who wrote (14112)	9/30/1998 11:11:00 PM
From: Bulls	Read Replies (2) \| Respond to of 27307

Can anyone tell me why this company with $ 71.4 MILLION in REVENUES for the sixth moths ended 6/98 has a market cap of 12.154 BILLION? The stock has gone from 56 to 130 is 4 weeks? Potential is great but this is a bit much. Be careful. Price to book about 82.48 to 1 ??? LOL Here is some more info: Key Ratios & Statistics Price & Volume Recent Price $ 129 1/2 52 Week High $ 134.62 52 Week Low $ 17.06 Avg Daily Vol (Mil) 8.74 Beta 2.94 Share Related Items Mkt. Cap. (Mil) $ 12,154.00 Shares Out (Mil) 93.68 Float (Mil) 37.40

To: Estimated Prophet who wrote (14112)	10/1/1998 1:10:00 AM
From: Bill Harmond	Read Replies (1) \| Respond to of 27307

>>Things look tough for upward movement after earnings. That certainly has been the pattern, but 1) I don't think they would have raised their margin targets (followed by TK's comment that the timing was conservative) unless they were seeing considerable margin improvement already, and 2) I don't think Yahoo would be running the intense TV advertising campaign this month (totally discretionary) if this quarters revenues aren't giving them plenty of maneuvering room. From this I think this report and the tone of the conference call could be different ...and the stock may follow a new pattern. Just a hunch. Until now the stock has done its running outside the insider-selling window, namely during the last month of the quarter. With a $12 billion market cap, I don't think insider supply is much of an issue any longer.