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

To: STOCKaHOLIC who wrote (14449)	10/7/1998 10:03:00 PM
From: Buster O. Hype	Read Replies (2) \| Respond to of 27307

YAHOO's PE isn't as much of an issue as its price to sales of 100+ Think about it for a minute. At a market cap of $12.5 billion, if you short it now, to lose all your money, the stock has to double up to a market cap of $25 billion, and it has to do it quickly enough (like in 1-2 years) so as not to lose all those momentum players. Let's assume it goes to that market value. At that big a market cap, it couldn't be pricier that 10X sales, which gives it a revenue of $2.5 billion. Today it reported $53 million in revenues, or a run rate of $300 million a year. Even if it double revenues every year, it would take at least 3 years to go to $2.5 billion. And all these on the assumption that the competition will be sleeping. If Microsoft sees $2.5 billion in ad revenues somewhere down the road, what do you think they will be doing? So the simplest way to play Yahoo is just to short it now, then short it again if it doubles.

To: STOCKaHOLIC who wrote (14449)	10/7/1998 10:05:00 PM
From: Glenn D. Rudolph	Respond to of 27307

I want to own net stocks, because there is very very low overhead. The market is expanding and still in it's early stages. And the profit margin potential is incredible. Actually, growth is slowing. The internet is the place to be! I am amazed at how many people knock the net stocks, while they post on INTERNET message boards. Ironic. I wonder how many people own internet stocks that do not use the internet. Ironic. Glenn