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

To: HG who wrote (17113)	1/7/1999 11:28:00 PM
From: Mark[ox5]	Respond to of 27307

Happy girl: CSCO 163 Billion Mkt Cap YHOO 32 Billion Mkt Cap As for comparing mtk caps and is it justified, as much as I love the internet and its potential I don't think its "justified", but on the other hand Im not going to fight the tide and am going to instead benefit from it. =) If your a portal fan, I personally think LCOS is the biggest undervalued play ... 4th biggest web viewings on the net, and 3 Billion Mkt Cap .. so 10% of YHOO's. But then again there is a lot to be said for being the market leader as YHOO is. YHOO has a lot of instrinsic value and name recognition.. but not sure if that qualifies as it having a 90% bigger mkt cap than LCOS :) I think LCOS will get bought out in the next 12 months by a large traditional media company or perhaps combine with Excite or something similar to that. I think the whole sector is going to see a lot of merging in the next 18-24 months-- a lot of the 2nd and 3rd tier Inut companies are just not going to be able to sustain operations with continued losses. Good luck... Mark