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

To: dwlima who wrote (14604)	10/10/1998 1:43:00 PM
From: Shtirlitz	Respond to of 27307

IMO opinion the era of Yahoo has passed. When first internet companies started hitting the market, it was something new, fast growth, dreams of incredible profits. Its going away. Internet is a reality now, face it. Its no different from any other industry. Huge competition. They will start lowering advertising rates soon. People will stop caring about page clicking they reports. Its like how many times you press buttons on your remote control, flipping channels on TV. Yahoo will definitely remain one of the leaders of this industry, however stock price valuation will become more reasonable. This is inevitable. Look at the history of all emerging industries, like semi's, biotech, etc. They enter with a boom. But they can't keep those valuations forever. The fact, that Yahoo has dropped after good earnings, and failed to recover, is very convincig to me. The history is taking its toll. I am short Yahoo, but when it will come down to 30-40 area, where it belongs now, I'll probably think about going long. And who knows, maybe will hit 150 sometime in five years. Regards.

To: dwlima who wrote (14604)	10/10/1998 2:46:00 PM
From: Jorge	Read Replies (1) \| Respond to of 27307

dwlima...I see you and I are on the same wavelength...Those who are short are going to have to buy eventually...This is all just short-term noise...However, I do see a stagnation "possibility" of the overall market in 1999 should world economic conditions not show improvement...I personally don't want to try to call the downside shots and timing in any stock, especially the good ones...MSFT, CSCO, DELL are some of my other holdings..As you can see I am really only interested in Quality, plain and simple...YHOO is actually the only stock I recently bought that has the MOST to gain, going forward, in my belief..It is also not much more than an IPO (1996) and therefore has the look of specualtion more than the others, but for reasons of which are too numerous to mention in this response, I believe will have great reward in it's future........Oh, and by the way, to the gentleman who likened YHOO to the T.V. or auto industry where all large companies are not really all that distinguishable from another I have two thoughts...1) Yes, only the largest and most profitable will survive..and 2) DELL is in a commodotized market, having nothing proprietary, just a tremendous business model...YHOO is building brand name dominance, and don't kid yourself, that's a money magnet. I'm "investing" in YHOO, which implies a long-term strategy...In five years I believe you and I will be able to say we are holding a true winner. Regards, George

To: dwlima who wrote (14604)	10/10/1998 3:04:00 PM
From: Dave Mansfield	Respond to of 27307

>>if one was to assume that the internet scene will evolve like that of television...we would be faced a few majors and everyone else. just like we have NBC, ABC and CBS in the states and millions of others in each state....it is possible to fathom a world where yhoo and a couple others are the primary interfaces between man and the internet world.<< Yeah, but there is only so much air space available and the government allowed it to be used by a few networks. Anybody, and I mean anybody, can become an internet portal. There will not be a "few" majors. >>also, if you use a DCF analysis and assume a 200-300% growth rate for a few more years and then a 100% growth rate for a few more and then a 30% growth rate for a few more and then a 4% growth rate in its terminal year....you would arrive at a $20,000 to $30,000 per share.<< 200-300% for the next few "years" and then 100% for a few more "years"? Pretty optimistic projections there.

To: dwlima who wrote (14604)	10/10/1998 8:41:00 PM
From: Moominoid	Read Replies (2) \| Respond to of 27307

As I said I am very conservative on this. If you look at First Call or Zacks analysts aren't expecting growth that is any faster than DELL soemthing like 40% from this year to next. I was surprised how low their estimate of growth was. The way I see it Yahoo and related "portals" could be obsolete in 5 years time or maybe they will have huge revenues. I don't know. My bet is that Amazon and other players (eg brokers) who develop a name and sell products over the net have a stronger chance of remaining relevant than Yahoo. I for example only use Yahoo for some stock price and news pages on foreign markets. There is nothing stopping my broker (Datek) from at some stage providing this foreign market information just like the US market information they already provide. Then why would I use Yahoo? I prefer CNN's site on the US market actually. For searching I use Alta Vista. The economics of the net is nothing like TV. I think long term it will be very difficult to remain relevant without offerring something beyond information. David