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

To: Sonny Blue who wrote (15070)	11/10/1998 4:18:00 PM
From: LWolf	Respond to of 27307

Sonny... you put it so diplomatically.... rather than, " the writing was on the wall and I took my $$$ and ran" If you'd bought recently, you're probably best off to lock in your profit. Yahoo's high today seemed unrealistic IMHO... when I saw it touch 185, I said something's up.... it's almost like it's a set-up. LW

To: Sonny Blue who wrote (15070)	11/11/1998 1:32:00 AM
From: uptick	Respond to of 27307

The technicals on these stocks look pretty bad but i just don't see the mania ending before 11/20. The near-term trend for Nasdaq is UP... INTC's preannouncement will make analysts scramble to revise their estimates/recommendations. Dell will report strong numbers Thursday. Next Tuesday's FMOC could be an ideal exit point...but I think Greenspan will floor it more time to politically put the credit/ deflation/global crisis beast to sleep. If the YHOOs, AMZNs, XCITs are looking too expensive, check out CMGI (http://www.cmgi.com). This is a high performance net stock with real earnings and more reasonable valuation. Price = 79. PE = 95. Price to sales =16. It's mainly an investment company that funds & operates Internet startups. Its business model could be seen as a public Kleiner Perkin or a smaller Berkshire Hathaway. It has LARGE stake in publicly-traded companies such as LYCOS and Geocities. It's also anticipated to float a few of its portfolio companies in IPOS within a year. cmgi.com@ventures/index.html An interesting, diversified play on the sector.