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

To: Phillip C. Lee who wrote (15874)	12/5/1998 10:30:00 AM
From: Smart Investor	Respond to of 27307

Your post is not an analysis, it is almost praying. With the competition heating up there is no way YHOO will meet revenue and margin projection, I think your "tanking" prediction will be correct one. I said it before and say it again, no company should be valued at a Price/Sale ratio of 140! Some of the best company in the world are valued at less than Price/Sale of less than 10 with good revenue and earning growth and less competition.

To: Phillip C. Lee who wrote (15874)	12/5/1998 1:37:00 PM
From: jach	Respond to of 27307

This logic applies somewhat to yahoo! too. Message 6701236

To: Phillip C. Lee who wrote (15874)	12/5/1998 3:04:00 PM
From: HG	Read Replies (1) \| Respond to of 27307

I doubt it will be 4:1. IMHO, it should be 3:2 but a lot of people do not agree. I'm not sure what YHOO mgmt thinks of the stock price, if they feel valuation is justified, means lots of aces up their sleeves, they can split 2:1, 3:1, 4:1 - but even so, they will have to watch market sentiments of overvaluation. OTOH if they want to lay low for a while, 3:2 might be ideal. Personally I think YHOO should split more frequently with minimum dilution. maybe even 4:3. Keeps Joe Blogg busy, invested and psychologically contented. Like CSCO. BTW, CSCO splits around 90. Always, like clock work. That's why I'm a happy girl right now.

To: Phillip C. Lee who wrote (15874)	12/5/1998 6:41:00 PM
From: SKIP PAUL	Read Replies (1) \| Respond to of 27307

Assuming your forecast is correct what multiple of earnings or revenue should Yahoo get?