Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Howard Hoffman who wrote (17920)	1/13/1999 2:20:00 AM
From: Gary105	Respond to of 27307

YHOO valuation is high but right order of magnitude. Earnings in 4 years should be about $10/share (order of magnitude) or about 4X MSFT earnings for this year. While this should be discounted because it is further out, it should also be assigned a higher P/E because of higher growth rate.

To: Howard Hoffman who wrote (17920)	1/13/1999 2:28:00 AM
From: Augustus Gloop	Read Replies (1) \| Respond to of 27307

You are trying to make fundamental sense out of a situation that is unprecedented. What's going to happen is you are going to lose a ton of put money but I wish you luck. They are ripe for a short.....I think we need about another 20 days for the plunge.

To: Howard Hoffman who wrote (17920)	1/13/1999 2:28:00 AM
From: Augustus Gloop	Read Replies (1) \| Respond to of 27307

Its nice to see I'm not the only night owl.

To: Howard Hoffman who wrote (17920)	1/13/1999 3:15:00 AM
From: Doug Fowler	Read Replies (2) \| Respond to of 27307

Here's another consideration. While 167M page views per day is amazing, one has to wonder just how much bigger that number can get. There are very, very many people using the Internet today (unlike three or four years ago when it was only the most technical people using it). Many people are already on the Internet several hours a day, and some spend 10 or more hours a day online. I could see Internet usage doubling or tripling in the next 2 years, but after that, growth could easily come down to the 30 percent level and possibly lower. Maybe the answer lies in much faster Internet access over the next several years. I can't wait for high-speed access to go mainstream. However, that could shift the balance of power to yet another portal.