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

To: Bill Harmond who wrote (15044)	11/10/1998 4:09:00 PM
From: Sonny Blue	Read Replies (2) \| Respond to of 27307

WH, I sold everything at the close. YHOO hit +70% above its 50 days MA. If my theory holds, YHOO just made a short-term high today. The sell-off at the end tells me it's time to step aside. Enough is enough <G>. AOL and AMZN did not perform as well as YHOO, and the EGGS & KTEL are flying again. Too many day traders chasing a few good baits. Too much exurberance for my taste. Plus, I don't think we will get another rate cut comes Nov 17.

To: Bill Harmond who wrote (15044)	11/11/1998 2:37:00 AM
From: Dwight E. Karlsen	Read Replies (1) \| Respond to of 27307

>Yahoo's operating margins are as high as Microsoft's.< For one quarter, they have been. Actually less than one quarter, as I recall. Okay, so their target model worked for a quarter. Suppose the market dynamics change a little. There's no way you can even begin to try to claim that Yahoo's operating margins are anywhere near comparable to MSFT's, particularly in terms of "real deal" staying power. The tests of time have not even begun. I noticed that for the previous 9 months, Yahoo is still bleeding red. I guess that means they're "investing" in themselves still.