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

To: Dave Mansfield who wrote (16123)	12/20/1998 8:59:00 AM
From: Phillip C. Lee	Respond to of 27307

Dave, I have read 10Q before and believe it's reasonable and conservative assessment for its future prospects. Like MSFT, it always provides investors a very conservative look maybe for the purpose of avoiding any suits if the prediction was too rosy and cannot meet the target numbers. From YHOO's revenue/net historical data, you will clearly see it's growing, and street's analysts are predicting its future growth based on its historical data (e.g. past two years). Of course, if YHOO miss the estimated data, then it will be pulled back severely. I think it will beat the street's $0.16 by a significant margin this quarter, but we are not sure for the next one until it arrives. Nobody knew what will happen two years ago when YHOO was an IPO and its revenue/net was trivial, but now its revenue/net have increased substantially and more bussiness was generated. Similarly, two years from now, it probably already grows amazingly fast and beat analysts' 60% growth rate. It's very difficult to assess any internet stocks now, even experts agree with that and provide very different opinions. From YHOO's revenue/net in last two years, we know that they are extremely carefully running the business and the results are outstanding with quarter-to-quarter and year-to-year growths. All in all, I think all internet-related business is growing and getting popular to home users, industries, and government. Its potential is unpredictable. YHOO is one of leaders in this business with good business model and hence the future prediction is optimistic and promising. Besides, YHOO's not the only stock with current price, but all internet stocks, like XCIT, LCOS, SEEK, AMZN, EBAY are all evalueated based on the same criteria by street's analysts and institution money managers. Th entire internet group is assessed via aggressive approach and high expectation that may or may not reach, but YHOO is fortunately one of the good stocks in the same group. Phil