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

To: Jorge who wrote (14626)	10/11/1998 7:14:00 PM
From: Glenn D. Rudolph	Respond to of 27307

Mr. Benjamin predicts $6 Billion in Total,ALL, advertising revenue, by 2001, with YHOO garnering a projected $700 Billion of that Gorge, I know you meant $700 million not billion but thought I would correct. I do believe the figure to be optimistic but even $700 million in revenue does not justify the current stock price. Glenn

To: Jorge who wrote (14626)	10/11/1998 9:28:00 PM
From: phbolton	Read Replies (1) \| Respond to of 27307

Jorge: at $700 mil revenues in 2001 YHOO would have a price to sales of about 15 and a price to earnings (with a generous net margin of about 30%) of 50+ , that is if the price of the stock stays where it is now so if this is the future then YHOO is way overpriced by any rational model (right now YHOO is priced at about the level of a TV network) I think $6 billion for all US advertising is way too low

To: Jorge who wrote (14626)	10/11/1998 10:18:00 PM
From: Dave Mansfield	Read Replies (1) \| Respond to of 27307

>>Now, tell me a cash magnet like that won't be worth several more times over what it's selling for today....Those are incredible numbers.<< I believe a cash magnet as predicted by Mr. Benjamin can justify this price and perhaps a bit more, but not many times over. I also believe Mr. Benjamin's estimates of $700 million out of $6 billion is pie in the sky. Yahoo? An Internet portal garnering in excess of 10% of all ad revenues generated in the United States? No way. Can't happen. There will be competition "if" there is that much revenue available to ONE Internet portal provider. And if there is not that much available? Dave