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

To: Glenn D. Rudolph who wrote (14633)	10/11/1998 9:20:00 PM
From: Jorge	Read Replies (3) \| Respond to of 27307

In Mr. Benjamin's report he says traffic from June was UP 25%, not down as you suggest by the Relevant Knowledge data..What gives here? ******************** <<September traffic was up 25% to 144 million average daily page views from 115 million in June.>> ****************** Also, Mr. Benjamin says in his report that REGISTERED USERS of YHOO were up 28% from June...He suggests that Registered Users are perhaps the most reliable measurement for tracking growth, that Registered Users are more likely to return..He says: ****************** <<Registered users were 25 million, up 28% from the prior quarter. Yahoo! now has over 25 million unique registered users,up 28% from 18 million at the end of June. These users have submitted personal data though a universal registration process. We view this as the strongest available measure of a sustainable Web network, as we believe registered users are likely to return to a site often.>> ******************* Therefore there is still a discrepancy between Relevant Knowledge's data, and it's relevance, and the Unique Registered Users view of meaningful web traffic, as suggested by Mr. Benjamin........I do think the valuation is high, and Mr. Benjamin probably has to recommend 67 based on something..I don't know that he would ever be suprised if YHOO never did see 67 again...But because of the overall world-wide economic situation, we may see 67 or less...Worldwide economics/domestic market turmoil may also, at the same time dictate a substantial drop in MSFT, DELL, CSCO as well as some of the companies you mentioned..That's Market contraction...But if we are at the bottom, I would also suggest we are near the bottom for YHOO's price as well...If it goes dramatically lower, so do the above stocks...For years people have been telling me DELL was too pricey, too high of valuations, and for years I've been making money hand over fist...YHOO will be like that too...There will be the naysayers, I believe, who will always, and I do mean ALWAYS, rant and rave this valuation caveat while I make big money over the next 3-5, and more years. Long YHOO, George