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

To: Phillip C. Lee who wrote (15895)	12/5/1998 7:19:00 PM
From: HG	Read Replies (1) \| Respond to of 27307

Lee, <<<its price will be compatible with its peers, such as XCIT, LCOS>>> <<<and reduce volatility due to its lower unit price. >>> <<<After 4:1 split, YHOO may also take a lead in the daily trading volume. >>> a lower price IMO would encourage volumes, which has been often associated with pushing stock price higher in the internet sector. It is also indicative of mgmt's confidence re: company growth. Would'nt the alleged overcapitalisation become a problem in your opinion ? <<<I think analysts' 60+% next year's annual increase tends to be conservative for the entire pie increasing up to 10 folds in two years.>>> <<<YHOO's net profit margin, standing around 32%, that is totally amazing>>> Welcome to the club.

To: Phillip C. Lee who wrote (15895)	12/5/1998 9:30:00 PM
From: marion (Hijacked)	Read Replies (1) \| Respond to of 27307

<<With internet-related revenue to increase from $21b at present to $200b in year 2000, YHOO will take a lion share of such increasd revenue. I think analysts' 60+% next year's annual increase tends to be conservative for the entire pie increasing up to 10 folds in two years.>> If current internet related revenues are 21 billion , and Yahoo is taking "such a lions share", then how come their revenue last quarter was only around 55 million. Just what is supposed to happen over the next few years that will change that? Where are they supposed to make this revenue from? <<I still like YHOO's net profit margin, standing around 32%, that is totally amazing because other internet companies are still in the deep red. >> Do you wonder why that is? Could it be that Yahoo is more concerned about running their stock price instead of the company? Is Yahoo so afraid of missing the analysts earnings? They made a big chunk of money last quarter from interest income. The cash came from issuing additional stock to Softbank. They opted not to spend that cash, and instead are just using it to earn interest income. They also opted to not spend the money to be included on Netscapes and Microsofts browser even though many of the other search engines are paying to be there. In the meantime, their competition is spending huge sums on television advertising and other forms of marketing. Yahoo has lost market share this year. According to Media Metrix and other rating services, their user base is actually declining.

To: Phillip C. Lee who wrote (15895)	12/6/1998 12:27:00 AM
From: J. P.	Read Replies (1) \| Respond to of 27307

Don't like the 4:1 idea at all. I think the "hole card" that Yahoo has is the impending split announcement with the next earnings or whenever. This will send investors running to buy, and will send the shorts running for their lives. With a split announcement in our near future, shorts do so very much at their peril. Now, it is also my belief that these stocks trade on supply and demand, and not on fundamentals. Lots of funds, individuals, etc. want these stocks, and there is a very small float. Now if you split it 4:1 and create a huge float, you are quadrupling supply, and you know from Econ 101 what increasing supply does to the demand curve. My vote is keep on with the 2:1's and keep supply tight as a drum, although Yahoo may duplicate AMZN's 3:1.