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


To: The_Guru_00 who wrote (15768)12/2/1998 2:05:00 AM
From: Kid Rock  Respond to of 27307
 
I think you should post this over here:#Subject-20164



To: The_Guru_00 who wrote (15768)12/2/1998 5:18:00 AM
From: barry s  Respond to of 27307
 
Judging by yesterday's action, it looks like Yahoo is going to make a soft landing (with some ups and many downs) to reach $15 a share. I doubt if it will crash like bre-x. However, the important point is that it has peaked and is now on its way down (Just like theDOW!!!).



To: The_Guru_00 who wrote (15768)12/2/1998 9:24:00 AM
From: Chuck Molinary  Read Replies (1) | Respond to of 27307
 
00,
The Journal's periodic review of Insider Trading appears on page C1 today. Headline is: "Internet Company insiders were willing to sell highflying stock in past 3 months".

What a revelation! Who would have thunk? Highlighted were Earthlink, Books a Million and Excite.

Given your skeptical view of internet valuations, this article should be of interest to you.

Sorry I read the pulp based paper rather than silicon otherwise I would post a link to the online WSJ.

ctm



To: The_Guru_00 who wrote (15768)12/8/1998 6:38:00 AM
From: Bill Lennon  Read Replies (1) | Respond to of 27307
 
Long Term on Yahoo!....there are only three mistakes you can make
1. Not owning the stock outright long term(put it in your safe deposit box)
2. Selling the stock once you have doubled on it. (tax problems and missing the true compounding of a superstock.)
3. Shorting the stock...
Dont yet the day-to-day flucuations get in the way of your long term objectives.
I have seen people lose lots shorting dell and others have held it for 100%++ compounded annual return last 5 years. Why try to short a stock that could double every year. there business model still not understood by street, just like dell's years past.

The Market is always right... Don't fight the tape..

$$$



To: The_Guru_00 who wrote (15768)12/18/1998 9:29:00 AM
From: John G. Mueller  Read Replies (2) | Respond to of 27307
 
You may be right but you'll be bagging groceries when YHOO hit $15.

When the etail figures begin to flow from virtually unknown merchants operating out of their garages for all we know, you'll see such a deluge of new stores coming on line and trying to become associated with YHOO and other major portals... you won't be able to count them.

YHOO will be able to charge a BIG premium to become a PREMIER YAHOO STORE.. just to separate the men from the boys. Perhaps a $million up front ought to do it. They can require a satisfaction guarantee, etc. plus earn an override on all the business. There are so many new ventures and alliances they can exploit .. they are virtually unlimited.

Every mutual fund feels they need to own this stock and other major internet portals. How many funds out there don't own ANY internet stocks because of valuations? They'll look like toads on I 95 to future investors.

Whenever that "short" idea crosses your mind for these premier internet portals just roll on the floor or watch the Disney channel until in goes away.

John at Aliveweb



To: The_Guru_00 who wrote (15768)1/8/1999 5:37:00 PM
From: KeepItSimple  Read Replies (3) | Respond to of 27307
 
You were right, Softbank is keeping Yahoo afloat.

This could turn out to be worse than the junk bond fiasco of Michael Miliken fame. Get ready for a bloodbath.

thestreet.com



To: The_Guru_00 who wrote (15768)1/10/1999 7:01:00 AM
From: Slumdog  Read Replies (1) | Respond to of 27307
 
>>Yes I am short the stock. Without question that is the correct longer term position to hold.

Guru, curious to know what position you hold now, if any.

Got cleaned out last friday. What a nightmare. Oh well, so much for the ponzi scheme...................nobody gives a shit.



To: The_Guru_00 who wrote (15768)1/27/1999 1:20:00 AM
From: KJ  Respond to of 27307
 
Sorry, Graham & Dodd are rolling over in their graves.
#1) Don't fight the tape
#2) Don't fight City Hall
#3) See 1 & 2 above

Pure lunacy to be short any off these overvalued, overhyped, over ripe
internut stocks. Over-extended can become (and often does become) more over-extended.

Does the market want to spank these novice nouveau investment gurus??? Of course it does. It just doesn't have the guts.

The old timers must feel like the wolf in the Road Runner cartoons. What was that cloud of dust? I am hearing from (older)friends who are trying to compare YHOO to GM!!! They "just don't get it", yet neither do the gunslingers.

Sure hope they take some off the table on the way up so when the bottom falls out, there will be something left to take advantage of the bloodbath.

So, that's my 2 cents, I'd rather be long than short...



To: The_Guru_00 who wrote (15768)2/19/1999 12:05:00 PM
From: rbarsom  Read Replies (1) | Respond to of 27307
 
The simple fact that we are on here talking about the prospect of an online stock makes it seem almost crazy to be short any of these stocks. Pretty much this whole correction was made by the big houses on Wall Street so they could get into the best players. Because we all know this Christmas things went mental. As I recall this industry has been very much anti-cycle, like when everyone else is up they are down and vice versa that has seemed to change. Shorting anything long term is a hard move even if it's timed perfectly. Not sure what level your talking about here on YHOO. The low 70's should be support. The ponzi thing is out there already.