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

To: Original Mad Dog who wrote (15652)	11/29/1998 11:45:00 AM
From: Phillip C. Lee	Read Replies (1) \| Respond to of 27307

There is no flying internet stock similar to YHOO!'s outstanding net profit margin of 31.1% and still on the rise based on its historical trend. YHOO!'s annual growth rate of 60.5% for next five years from institution published data. Besides, YHOO!'s a leader in internet field, that forms strong three-legs stool in internet with AOL and MSFT. However, these three companies have their own individual territory with little overlap. If you'd like to see the future growth in internet field and want to join the strongest and most profitable ones, I think YHOO!'s the one to select due to its excellent depth, wide coverage, as well as best organized internet company. Its stock price has been in the territory of splitting and hence we probably will hear officially regarding split news next week. My preference is 4-1 split so small investors could join the growth of the company in the coming exciting years. Phil

To: Original Mad Dog who wrote (15652)	11/30/1998 2:47:00 PM
From: HG	Read Replies (2) \| Respond to of 27307

MadDog, Why is the discussion going this long ? The P is not for Principle (my apologies)...it is for Perceiver vs Judger. The perceivers like the discussions..... Hope the vacation was good. <<<But I cling to my belief -- please allow me that, it's all I have left! -- that in the end the fundamentals will begin to matter again for YHOO and the other Internet stocks.>>> I agree with you, the fundamentals will matter in the Looong run. Either that, or a new way of evaluating these companies will emerge and be acknowledged by all....and the outrageous P/E rations may be part of that new model. Doubt if the gains will disappear. Am struggling with the lack of understanding of American companies and the legal operating environment, especially because we have outpriced outselves from the market, I still believe MSFT/YHOO marriage is made in heaven...if only the justice department could see it that way ! All things as they are with MSFT, cannot think of any GOOD merger partners (except some hardware partners) which would ADD to the YHOO dominance in a significant way. Consolidation would remove the competition, but apart from that, it wouldn't propel YHOO to meet the AOL-NSCP-SUNW alliance. SweetPete was working on it - what do YOU think ? YHOO at half a billion market cap ? No really - unless something dramatic happened - can't think of anything though. <<< YHOO will settle in at between 110 and 220 for a fairly long time, and then go up if the company's promise proves justified. Short-term, though, it could go much higher than even 220; emotions are hard to predict, especially for us introverted logical types.>>> Okey, so here we agree to disagree. You anticipate YHOO to go up, tank and settle @110-220. I see YHOO climb and then plateau @250-350. Both predictions are based on forecasting human behaviour, and your guess is as good as mine. So lets watch. <<Long term I think it is only that broader shift that matters for YHOO; the first one will play itself out as investors adapt to the new medium and discover that there's thousands of other things besides Net stocks or even tech stocks to invest in.>> I agree with your analysis. In the Jetsons age Internet sector will become what Airline industry has become today. Also, investors will become internet literate and more self sufficient. Few scan the telephone directories today - 411 is just too easy. Also, most long term prediction re: potential is based on an assumption that YHOO management will continue to be as innovative as they have been. We've forgotten to factor in innovation fatigue. Apple suffered it once and finds itself lagging right now. <<<I want to understand why I dig in my heels like that>>> Don't be hard on yourself. Someone once attributed the phenomenon to our subconscious assumption that the stock has a life of some sort..as if we expect it to understands our "needs"...and when it doesn't, our hurt pride causes us to "punish" the stock by not purchasing it. The explanation seemed weird, but who knows....!?!?!? <<< Won't say how many shares -- learned my lesson about hypothetical lot sizes.>>>> ...groan, can't we just block that thing out. I'm acutely aware of my irrationality...!!! <<<Just hope I don't buy all the Bloggs shares as they head for the hills.>>> Bloggs will head for Paris. They've made a killing by now ! <OT> MadDog, do you invest in smallcaps ? If so, any suggestions ?