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

To: Jeff Dryer who wrote (15039)	11/10/1998 7:37:00 AM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 27307

YHOO: JEFFERIES & CO. decreased estimate for quarter ending 03/99 from $0.21 to $0.14 on 10/20/98 YHOO: JEFFERIES & CO. decreased estimate for quarter ending 06/99 from $0.22 to $0.16 on 10/20/98 YHOO: JEFFERIES & CO. decreased estimate for quarter ending 09/99 from $0.24 to $0.18 on 10/20/98 YHOO: JEFFERIES & CO. decreased estimate for quarter ending 12/99 from $0.26 to $0.22 on 10/20/98 YHOO: JEFFERIES & CO. made new estimate for quarter ending 12/98 of $0.17 on 10/20/98

To: Jeff Dryer who wrote (15039)	11/10/1998 12:50:00 PM
From: Mac S. Giballa	Read Replies (1) \| Respond to of 27307

Jeff, Dwight, you guys are OK, but we'll see your $337 within one year. Rework those numbers, and then find me a better investment. And you can work a little uncertainty into your equation, say 90% chance of $337 in 1 year, 5% chance of only $300, 5% chance of $380. Work those numbers baby.

To: Jeff Dryer who wrote (15039)	11/11/1998 2:43:00 AM
From: Dwight E. Karlsen	Respond to of 27307

Jeff, glad to see the analysis. I knew there was a way to figure the proper annualized return per year, so thanks. 15%. Gee. Like, I wonder if YHOO is overpriced right now, considering we were using Monday's numbers on the calcs, and we've gone up another 11 pts today, on Tues? I know. Mkt cap is impossible to figure for a 'net stock. I wonder if Buffet really did mean that no matter how high the number, it begins to seem a bit ahead of what is known about the company's prospects?