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


To: SouthFloridaGuy who wrote (15515)11/24/1998 1:48:00 PM
From: David A. Stern  Respond to of 27307
 
OK, now. Let's all take a deep breath...what a waste of time reading back and forth bickering all the time. Grow up, talk issues and keep an open mind. Above all, relax...my heart is palpitating just reading this stuff...

Anybody (longs) care to take on the Needham research today? What about the switching pressures from the AOL deal (move $ to LCOS or XCIT for the next buy out), or the longer-term concern that with big media companies buying all YHOO's competitors, they won't look like the clear favorite anymore - particularly when MM bandwidth really comes online?

Let's see some valuation justification form those who simply attack the concept of BUBBLE - jeez.



To: SouthFloridaGuy who wrote (15515)11/24/1998 1:48:00 PM
From: Deb H.  Read Replies (2) | Respond to of 27307
 
Amen! Does anybody care to discuss theories of WHY Yahoo stock or the market in general is so irrational right now or just mouth off?



To: SouthFloridaGuy who wrote (15515)11/24/1998 5:03:00 PM
From: Smart Investor  Read Replies (3) | Respond to of 27307
 
Come on, you are taunting 300 bullshit or split bullshit everyday. You know as well as I that YHOO is way overvalued, and is becoming another tulip. With the merger of AOL & NSCP and MSFT shaking the antitrust case, YHOO will soon become a distant third in the portal game. AOL&NSCP will be #1, microsoft.com will be #2, YHOO will be lucky to be a distant third. I guess people are starting to realize this. Today's 10 point drop is just the beginning. There is just no way that YHOO should be 4 times more expensive than AOL. I said it before, and I say it again. If one wants to own a Net stock, AOL and microsoft.com are the ones to own, definitely not YHOO. Even AMZN is a better one to own than YHOO. AMZN is traded at a Price/Sale of about 20, YHOO is traded at a Price/Sale of 140!