SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Altaba Inc. (formerly Yahoo) -- Ignore unavailable to you. Want to Upgrade?


To: wiley murray who wrote (14416)10/7/1998 5:55:00 PM
From: Raiders  Read Replies (1) | Respond to of 27307
 
Hey wiley I got this from the amazon thread.

Yahoo conference call is interesting. Reported good numbers, but mgmt is warning that:
1) growth isn't sustainable
2) 1999 will see slowdown in users on line
3) operating margins won't exceed 30+%
4) warning analysts not get way ahead on expectations

With all this investors are likely to sell the stock, but it is crazy out there it is really dependent upon institutions if they want to sell or not. If they decide to sell shorts are in the money which includes me and if not We are back to square one. I think regardless
$100 is the price they are aiming for. Then who knows?
In the above comments somebody mentioned they are putting the Microsoft twist, I kind of don't agree with that, I think they know the analyst are hyping internet stocks to crazy levels so reality has to sink in and that's what they are trying to do.
Good Luck Long or Short
Raiders



To: wiley murray who wrote (14416)10/7/1998 5:58:00 PM
From: Michael Collings  Read Replies (1) | Respond to of 27307
 
Wiley: I also remember when AMZN said that they would not be profitable for the foreseeable future and that growth would slow and the stock sky rocketed. I'm short this stock because I think it is a joke that it has a market cap of 14 billion on earnings of 11 million (minus the money market interest). I don't doubt that it will continue to grow earnings but it is ridiculously valued and the market overall is in trouble. If it rallies on this news it will be short lived.