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

To: Glenn D. Rudolph who wrote (14586)	10/9/1998 10:03:00 PM
From: Moominoid	Read Replies (1) \| Respond to of 27307

That stop at 105 triggered right away and I set up another short. I set the stop loss at 112 which so far has held. Irrespective of real world events the chart shows that YHOO won't be making any new highs for quite a while. Whether it falls significantly below this is more up for grabs but I'm willing to bet on it. David

To: Glenn D. Rudolph who wrote (14586)	10/10/1998 2:39:00 AM
From: Jorge	Read Replies (2) \| Respond to of 27307

<<Of course, the market changed today<G>.>> Daily changes, unexpected twists and turns to the market are why most people who try to time the markets usually don't do as well as those who buy and hold. Is YHOO, as a company, worth holding onto for 5 years or more?...If the answer is yes, then that's what a person should do...Tax consequences, timing blunders, etc. go against the market timer, and work in favor of the buy/hold... On Friday 10-9-98 BA Robertson Stephens internet analyst, Keith Benjamin, says of the long term picture for YHOO: ********************** THE PRIZE FOR FIRST PLACE GETS BIGGER: We continue to believe there remains considerable upside to our estimates, particularly as we look out over the next year or two, with Yahoo!, as leader, capturing a disproportionate share of advertising and commerce revenues. For reference, we estimate that Yahoo! revenues in 2001 will approach $700 million, relative to our estimate of U.S. advertising revenues of more than $6 billion in 2001. This would give Yahoo! just over 10% market share, by our estimate. We expect commerce revenues to be significantly additive as Yahoo! benefits from both rental and transaction payments related to buying in stores renting space on the site. For reference, we estimate e-tailing (rental) payments to networks (landlords) will exceed $1.8 billion in 2001. If Yahoo! received 10% of that, its share would exceed $180 million. International revenues can also be additive. We are assuming Yahoo! essentially maintains audience share and reaches some 100 million people out of our 2001 estimate of 160 million people worldwide. Generally, we expect more revenues per Yahoo! member than our 2001 assumption of almost $5 per person visiting the network. *********************************** I don't know about any of the rest of you, but I would say Mr. Benjamin seems to be describing the growing of a Gorilla....I believe I will just stay long and not care what the market is valuing YHOO in the short term...I'm looking down the road...YHOO is the kind of stock, as many Gorillas in the making often do in the early years, can blaze like wildfire when you least expect it....You don't want to be "out" when this happens, nor do you want to be short... I believe it's quite obvious buy and hold investment returns over the next 5 years will be nothing short of phenomenal. Regards, George