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

To: HG who wrote (17361)	1/10/1999 11:16:00 PM
From: Augustus Gloop	Respond to of 27307

The whole damn market is overvalued. Net stocks are absurd. But who wants to step in front of a running bull? The only stocks not priced "out of this world" are small caps. So, play the biggies, play the nets but stay close to the door!

To: HG who wrote (17361)	1/12/1999 7:11:00 PM
From: Dave Mansfield	Read Replies (2) \| Respond to of 27307

Happy Girl I may have misstated an opinion somewhere here so let me set the record straight. First of all I do not absolutely "know" anything. I have many opinions, some strong and others not so strong. Is Yahoo overvalued? A very strong yes. Will it collapse sometime in the future? A very strong yes. Will it happen soon (6 months)? I don't know. Will it happen in the upcoming 12 months? I think yes. Will it happen over the next 24 months? Yes. Those are my opinions. Sorry for any confusion I may have caused by interchanging the words, "if" and "when". I'll try to be more careful in my use of those words in the future. Again, I am absolutely, positively sure of just about nothing, but I do have pretty confident opinions about a great many things. My point of discussing personal investment styles has more to do with the reasons one gives for buying and/or selling a security. Hence, it makes at least some sense to me to have an understanding of one's investing style before taking one's advice about making a trade. I'm basically a long term investor, but feel I can take advice from either a long term investor or a short term speculator as long as I know what context the advice is given in and what type of style the person giving the advice is utilizing. In your case I have see elements of both which some times seem to conflict with each other and I have a difficult time setting that context. You speak of a bright rosy future and describe yourself as a long term investor in Yahoo, but actively trade in and out of it. You also indicate that there is no point in valuing Yahoo on any type of fundamental basis, but your trading in and out would imply at times you think it is overvalued or undervalued. If so, how do you value it? I hope that explains why I am interested in people's investing style who post on this board. dave