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


To: Smart Investor who wrote (15092)11/10/1998 7:16:00 PM
From: Lizzie Tudor  Respond to of 27307
 
Yeah you may be right. I was just trying to counter the Nordstroms argument. People always bring up how Nordstroms will never be replaced by the web. Duh, theyve got a piano player and capuccino. Maybe Starbucks will replace Nordstrom, but it wont be the web. <gg>



To: Smart Investor who wrote (15092)11/10/1998 8:30:00 PM
From: J. P.  Read Replies (1) | Respond to of 27307
 
<YHOO can hardly justify the current insane valuation, and be compared with MSFT which has never been in this kind valuation.>

"Smart"Investor,

Who made the valuation models, and who set in stone that is how the markets must react? The economic Nobel prize winners from Long Term Capital?

I think YHOO is going up in price so much not because of traditional valuations such as PE, but because of simple supply and demand for the stock. Lots and Lots of people want the stock, and none of the owners are selling.

I've made some good money on YHOO stock, and is my money less green because the PE was "high". Ditto the above for AOL, which in my view will go up another 100 percent in the next year after the split, and I have money on it!



To: Smart Investor who wrote (15092)11/23/1998 4:19:00 PM
From: J. P.  Respond to of 27307
 
You may have to change your handle.

Keep in mind this was posted with YHOO at around 130's or so I think. You may know your valuation models, but in this case, it did not enrich you.

Message 6366850