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

To: Jorge who wrote (14630)	10/11/1998 8:15:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 27307

Mr. Benjamin is one source of doing my homework...How can YHOO be losing market share, if anything it is gaining?...I will quote Mr. Benjamin again, as I trust his homework.. This is from Media Metrix's June 8, 1998 report: Yahoo! was recently ranked No. 1 in reach among all Web sites with 54.1 percent of work users accessing Yahoo!. The company's reach among home users has grown to 44.4 percent, and is second only to AOL's reach by 1 percent (Media Metrix, May 1998) This is from Media Metrix's September 9, 1998 report: Yahoo!'s popularity among Web users consistently remains high. Yahoo.com is ranked the No. 1 Web site in reach among work users (46.0 percent) and is second only to aol.com in home reach (40.4 percent). According to Media Metrix's latest findings, the Yahoo! network is ranked No. 2 with a combined work/home reach of 46.9 percent (August 1998). This is Relevant Knowledge's reports: Yahoo.com's number of unique visitors per given month as estimated by RelevantKnowledge: May- 30,600,000 June- 29,516,000 July- 26,011,000 August- 25,670,000 To be honest I think you have bought puts, are in a short position on YHOO, or just have stock in another "Portal" and don't like where YHOO is going, but one thing for sure I do believe you are either in denial of where YHOO is headed or are purposely ignoring the facts...I am very comfortable with investing in YHOO, the company. Actually I am currently net long YHOO. I own 500 shares with covered calls now at an Oct 115 strike. I own 400 YHOO shares short with covered puts at Oct strike 90. My strikes were higher at one time but I used the volitility to unwind those options at a profit. I re-wrote lower strike puts and calls. See my position post from a week ago. I do not rely upon the research of a sell side analysts that works for a firm that has an investment banker interest in the underlying security. Secondly, the research of Keith Benjamin is inaccurate. I can prove it and have. Thirdly, I have no position in any other portal unless you classify AOL as a portal in which case I am long. I am short AMZN. I am long DELL, INTC, ORCL, CMCI, COMS, ASMLE and ASND. I do my own due diligence on all my positions. My specialty is fundamental analysis. You take the position you feel is correct and I will take mine. I know for certain that I am operating under fundamental facts that I personally verify. You should do the same. I highly recommend that you do not rely on sell side analysts for research. Glenn