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

To: abraves who wrote (16463)	12/29/1998 7:11:00 AM
From: William Harvey	Respond to of 27307

abraves, What is YHOO's weak point, it's press releases or its advertising? (...or what is its strong point?) I'd say it's the press releases. Think about it: For years, Yahoo has emphasized a world of fewer walls. On the internet, you can shop, participate in a chess tournament or even go to church without leaving home. What does the competition say? Yesterday's biz.yahoo.com probably did more for putting up walls than all of Yahoo's press last year did for tearing them down. I go into Yahoo sometimes and stay for days. But you have to give your good buddy, Reginald a little credit. Valuations are handy guides of like industries. No more, no less. Doesn't the Bible say that discovering a treasure is better than being a happy camper? (Sirach 40:18, well, the Apocrypha) Valuations just keep you down on the farm. WH

To: abraves who wrote (16463)	12/29/1998 8:31:00 AM
From: Reginald Middleton	Read Replies (1) \| Respond to of 27307

<CSCO,MSFT,DELL,AOL,YHOO,LU> I actually like YHOO. But its price has just gotten way out of hand. I am an investor, not a trader, so I like to put money in a company and leave it there. My time is spent looking for more investments, not wondering if I should consistently double check the decisions that I have already made. I know daytrading is the fad, but it is not as profitable as plain, old fashion investing. The guys that cry overvaluation everytime there is a large price increase just don't know how to value stocks in an environment that they were not educated in, but as I said earlier, this is still not an excuse to fall for the hype. Of the companies you mentioned earlier, all have virtual monopolies in their respective businesses or apprarently unassailable business models, large amounts of economic cash flow and proprietary assets. All save Yahoo. Yahoo is the only one of the companies that is not currently at the top of its game, although it is priced that way. I am sure there is still money to be made in Yahoo, just not the type of easy money my investment group (I am starting an investment club open to the web on my site, come by when its ready:-) would be interested in. You just can't buy Yahoo and review it annually. Without the ultra thin float and the warped supply demand situation for Internet stocks, Yahoo could never have achieved these price gains.