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

To: Roger A. Babb who wrote (15188)	11/13/1998 12:16:00 AM
From: David Spruiell	Respond to of 27307

my name is David, and I am a Shortaholic. I love to short over valued stocks, and have done well. But this YHOO is different. I waited for down turns, and shorted twice. Both covering with losses. My wife left me, took the dog and left the two teenagers. I had hit bottom, when my dumbass son said to me. Dad, why not go long? and make some instead of losing? Thanks son! ......Now I am dating a 25 year old with huge breast, two cats, and made made back the loses from the shorts. No need to understand them, just rope and tie and brand them, go long and you will be riding high and dry. My heart's contemplating, a Z3 wil be waiting, at the end of this ride. David

To: Roger A. Babb who wrote (15188)	11/13/1998 2:23:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 27307

Roger are you actually LONG this stock? I dont believe it! I thought you mostly shorted. Michelle

To: Roger A. Babb who wrote (15188)	11/16/1998 5:55:00 PM
From: Webfoot	Respond to of 27307

Roger - Hang on long enough, you'll be able to cover. We're aware what it is all about NOW - more demand than supply of YHOO shares, driven by a purposfully controlled (low) float, and investor emotions that all internet stocks are somehow going to make them rich. (and for some speculators with enough capital, that will happen!) ... but as you point out, page views do not a business make. The net has many metrics - average daily page views is one - and Yahoo gets quite a few of those. But the only financial reason to care about this measure is to keep your CPM advertising rate up. I suspect that nationwide, another "free" directory called the Yellow Pages gets more page views per day than Yahoo, (98.9% of households have them, while only 27% of households are online to the Web, and only a fraction of those online actually use Yahoo) and I assure you that they collect more ad revenue per page than Yahoo, but those publishers are more realistically valued. I am not disagreeing that Yahoo is an interesting speculative play, but I am saying that it is currently WAY overbought and overvalued, and not an "investment", but a gamble. Look beyond the lemming behaviors and you see that traditional assets, earnings, profits, and competitive barrier to entry are ultimately what determines value and sustainability. Good Luck with your Short. If Bloomberg's 8.8 million shares short interest numbers are correct, you have lots and lots of company. Webfoot