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

To: Smart Investor who wrote (15523)	11/24/1998 5:53:00 PM
From: HG	Read Replies (1) \| Respond to of 27307

My guru taught me.... sell only if you are sure you would want to short it. Hey smart investor, even if YHOO becomes #3 it will be still a great company with enough profits. Do you think investing in DELL is wrong ? After all CPQ is #1. As for owning MSFT, definitely MSFT is a great company. But this is a personal choice...and I sold MSFT 2 days ago. Can't say I'm sorry. AMZN is doing a growing up of its own too. Admit it, you're beaten. ;)

To: Smart Investor who wrote (15523)	11/24/1998 6:10:00 PM
From: SouthFloridaGuy	Respond to of 27307

Comparing the P/S of YHOO and AMZN is absolutely absurd and takes no account of fact that they aren't even in the same business. For you to guess who is going to be #1 at this point is also absurd. Indeed if AOL is #1 and is valued as a $100 billion/company, then what would the 3rd place winner get...$40 billion? How about $30?...$30 would make YHOO a $310 stock. Personally I think AOL should be worth 1/2 that of Microsoft and YHOO should be 3/4 of that. I've been saying this since YHOO was a $80 company. I did have a price target of $160-170 on YHOO and when it broke that range I thought it somewhat overbought and made a few nickels shorting it. However, now that AOL has gone up again, I am revising my revisions on YHOO to indeed $300. If you really want the stock to go down to "acceptable" levels, stop shorting it and buy puts or something else.