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


To: Don Wellington Jr. who wrote (15527)11/24/1998 5:51:00 PM
From: Deb H.  Read Replies (1) | Respond to of 27307
 
For the most part, I agree.

In years past, my "investment theories" ran to a dislike of Keynesian Economic theory (current investors were too well-informed; even more so with I'net growth)& I believed in a combination of tech & financial analysis (still do for the most part, but I think I'm leaning more toward tech, again the I'net influence).

I also don't believe that right now we have a very rational market, so that traditional analysis/thought may not hold much sway. And I think the new investor buys what he likes - I bought Yahoo because I liked using 'em when I first got onto the I'net. Didn't buy Netscape or AOL for the same reason. (Not the only reason, but the reason I even looked.) So he's going to react with some predictability: sell after a runup with the intention of buying it back or buy more to average down (following what's been drilled into his head all these years). (Talking with the majority of people I've met who manage their own portfolios of relatively small size.)

And I agree that the swings may be the institutional investors: the managers I worked with tended almost to follow formulas. (Granted, before the I'net stocks)

Thanks for the viewpoint. I've been (a little, not much) worried that my thinking is way outa line.