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

To: Chuck Molinary who wrote (16222)	12/22/1998 4:00:00 PM
From: Smart Investor	Read Replies (1) \| Respond to of 27307

I also shorted SEEK at 50 today, and set a limit for cover at 48. I do not know if I will get it today. If not, I hope to get it tomorrow. As for the article, I think it is generally negative. It says the competition is cut-throat, which means margin will be low. It also says that big BOYS like MSFT, CPQ, etc are also establishing portals using their successful business as leverage. I think all those are negative for companies like YHOO which is counting on high margin and has no other business to leverage.