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

To: Glenn D. Rudolph who wrote (16918)	1/3/1999 9:52:00 PM
From: The_Guru_00	Read Replies (4) \| Respond to of 27307

Advice for this week. Get out early and often. Kinda like voting here in Chicago - vote early and often. Japan, HK, Malaysia now down 3%. Clinton trial this week. Is there a smoking gun? Stay tuned. Guru.

To: Glenn D. Rudolph who wrote (16918)	1/4/1999 3:58:00 AM
From: HG	Read Replies (1) \| Respond to of 27307

Glen, How do you box ? Do you buy shares ? Do you straddle or do you sell naked calls..? AMZN - I like their price movement, researched long back, do not agree with their business model. Never bought. EBay - good business model, but too small a shop. Never researched, never bought. I think most people buy both becoz of momentum. That being so, it may tank tomorrow (today). YHOO may not - split, blowout quarter. AOL will fly. Do not understand the biotech applications in detail. Genetics fingerprinting and stuff - too complicated. Evolution/revolution - who cares ? Either internet evolved so quickly that it deserves to be called a revolution, or it IS a revolution. It is semantics to me - will it change anything ? HG

To: Glenn D. Rudolph who wrote (16918)	1/4/1999 4:04:00 AM
From: sakura	Read Replies (1) \| Respond to of 27307

AOL's recent jump seems to you irrational. With more than 70% of outstanding share of institutional investors at current price 155, 20% swing would be at most a huge swing. But scariest thing to sell AOL is that everybody who perceive their sales growth from 1998, 2400 Mil to 1999, almost 4000 Mil with profit margin at least 20%, give them 800 Net Income, which will be from Current P/E 650 to 65 at assuming no price change. Since such growth Co. P/E will be at least 150, means from now on more than 120% return. This is the reason I can't short AOL no matter how high it goes. If this goes 210, maybe in the short term. Anyway, almost everybody know AOL will double every few years.