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

To: Smart Investor who wrote (15302)	11/19/1998 2:37:00 PM
From: Webfoot	Read Replies (2) \| Respond to of 27307

I find it interesting that the e-commerce promise of this season has now added another few billion market cap to this electronic "TV Guide" publication. If Yahoo were to collect its 1% "pointer fee" on the entire $2 billion projected for e-commerce this Holiday season, that could add $20 million to their revenues and might bring their PE down to under 400, but Yahoo is not the only ecommerce directory site -- there have been three other major shopping site announcements this week too, and a couple of the others (like www.el4.com) offer considerably more services. Further, the merchants paid considerable $$ for a Yahoo button, but each is one of about 3000 choices offered the user. If the experience of other (financial, health care etc.) web sites is any indicator, the traffic generated won't come close to paying for the cost of the button. I'm putting some money into real businesses like FedEx, Airborne and UPS who are going to benefit greatly as they SHIP all this stuff bought on the Web!

To: Smart Investor who wrote (15302)	11/20/1998 2:52:00 PM
From: George Gotch	Respond to of 27307

What is funny, is that during the conference call last qtr. They came out and said it would be impossible to keep at this pace. Wallstreet went negative. Now that it is up 50%, they are positive. Guess they are momentum traders too. Plus, look at what is really going on with the net. Lot of advertising money is being thrown to these search engines without any hard evidence of the ads effectiveness. It is the "i have to be on the web" mentality of these companies that is really driving this. Of course we all know as it matures, the growth is not substainable.