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

To: Dave Mansfield who wrote (16104)	12/19/1998 11:04:00 AM
From: Phillip C. Lee	Read Replies (1) \| Respond to of 27307

Dave, you have to look into YHOO's growth rate for the next five years as opposed to MSFT and CSCO. Analysts estimated YHOO will have 60% growth rate for the next five years, while MSFt and CSCO both have only 15%. With current revenue of 220m yearly revenue and 32% of profit margin, you could figure out how much YHOO's PE will be with such a guge growth. YHOO's revenue will reach 2.3b annual income five years from now and if it could keep 32% margin, the net will reach 737m annually, PE by then will be only around 30. YHOO executives always has a conservative approach similar to MSFT's. I have little doubt about its predicted data provided by street's analysts. Phil

To: Dave Mansfield who wrote (16104)	12/20/1998 12:30:00 PM
From: HG	Read Replies (1) \| Respond to of 27307

Dave, I combined the two - if the sector grows so will the stock price, at least for a while. How can you say that the sector will remain even ? I don't understand the rationale. You contend that all portals will have to innovate, internet usage is increasing, smart houses are round the corner...and yet you say the internet sector will remain even..! I'd like to understand how you reached the conclusion. PS: In his keynote address in China, John Chambers insisted that in 2 years time voice will be free. The conference was attended by biggies from Nortel, Lucent and AT&T. If we're talking so much of internet, I fail to see why the sector cannot explode.