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

To: Dalin who wrote (17827)1/12/1999 9:03:00 PM
From: RDR  Respond to of 27307
 
I had also saw their guidance for 4Q and it was very conservative and the results are in front of us. I don't think the YHOO mgnt is known for giving very aggressive guidance. Let's see the guidance from other internet folks .. Also Analysts will give their view on YHOO CC by tomorrow as well.

Goodluck,



To: Dalin who wrote (17827)1/13/1999 7:49:00 PM
From: Thomas Haegin  Read Replies (2) | Respond to of 27307
 
As I understand, YHOO management has a tradition of rather lowballing than hyping their future. Also, Deferred Revs increased nicely this quarter vs. year ago, so I would give them the benefit of the doubt in their assessment of YHOO future biz.

Anybody knows what "Securities Investments" they have? I think these must be some (internet?) stocks, as they have huge unrealized profits thereon, as can be seen in the Shareholder's Equity section.


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