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


To: Sean Sheldon who wrote (16268)12/23/1998 12:11:00 PM
From: Smart Investor  Respond to of 27307
 
I know you love YHOO and hate AOL. That is fine. As for me, I like AOL and hate YHOO. If you bought AOL a week ago in the 80s, you would have made more comparing with buying YHOO. Besides, I think the downside risk is smaller with AOL than YHOO. For one, YHOO is currently valued at about TEN times that of AOL in terms of value per viewer and revenue. Secondly, about 70% of YHOO is held in private hand. When they decide to sell, you will see the price dropping to the floor. The current small float also keep YHOO price high artificially, which is not the case with AOL. Let us bet, you buy YHOO at the current price with $100,000, and I buy AOL with the same $100,000 at its current price. We will check back in a year and find out who made the right decision. Sounds fair?



To: Sean Sheldon who wrote (16268)12/23/1998 12:53:00 PM
From: Ex-INTCfan  Read Replies (1) | Respond to of 27307
 
I don't think you should make technology investment decisions based on the state of a company two years ago. AOL -- good stock -- good company -- problems fixed. Newbies need someplace to go. Yahoo good too.