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

To: Jay Goal who wrote (16026)	12/10/1998 10:56:00 PM
From: The_Guru_00	Read Replies (1) \| Respond to of 27307

Can't right now. Have the info at work. Some firms cover Softbank in Japan and I have some of that research. Main theme was that the profitability of the business is way down (like 50% down) in line with the semis and other computer board manufacturers. Quite frankly, I don't understand their business, other than it is doing poorly. I will try to follow up with specifics. Guru.

To: Jay Goal who wrote (16026)	12/11/1998 7:36:00 PM
From: The_Guru_00	Read Replies (1) \| Respond to of 27307

Kingston data as promised From research on Softbank. "Operating earnings [at Softbank] were down 38% year over year for the first half of 1998, due to poor operating conditions at Ziff Davis and Kingston" "Kingston revenue for the first half declined 16% and EBITDA was down 30%" Report goes on to say that margins in the second half are expected to recover somewhat. Still seems silly for a memory board company to be advertising on the finance pages of Yahoo. Am I missing something? Guru.