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

To: garrick le who wrote (14440)	10/7/1998 6:45:00 PM
From: T-Lo Greens	Respond to of 27307

Actually right now there's no way of measuring the potential of Internet companies, hence the high valuations. However this reminds me when everyone was saying AOL at $40 pre-split was overvalued and should be shorted since ISP/content providers would become commoditized. If anyone can predict the future they would be extremely rich. At this point though, I wouldn't bet against the #1 portal - YHOO, just like it would be foolish betting against AOL. In the case of AMZN, they are truly overvalued since they are not an Internet company, but a company selling a low-margin product (books) over the Internet. BKS has 6 times the revenues and the power to put AMZN out of business or bleed them dry. Shorting AMZN would seem a wise choise, unless brand equity saves the day, which I doubt since a book is a book regardless from whom you buy it.

To: garrick le who wrote (14440)	10/7/1998 8:40:00 PM
From: MR. PANAMA (I am a PLAYER)	Respond to of 27307

I Tink I will sit out da first half hour or so wrt trading YHOO...let all the low volume fakeouts to play out and a short term trend (10-15) minutes emerge...hahahaha . Good Work YHOO now its time fer GRIM to play you like a HOE....ho ho ho

To: garrick le who wrote (14440)	10/8/1998 1:09:00 AM
From: Stephen	Respond to of 27307

garrick le & buster, from my commercial experience, I know what gets cut first for many companies. Whether companies choose to spend whats left of their advertising and promotions budget on the internet or other mediums will depend on the management. My own opinion is that the internet will be impacted not only by the current converts cutting back, but also potential new business which will be postponed till an economic recovery. Only time will tell. Long term its only a delay of the inevitable, but it may be a painful hiccup !!. Regards Stephen