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


To: Ashley Campbell who wrote (18618)1/21/1999 11:55:00 AM
From: 16yearcycle  Respond to of 27307
 
Pisani is stealing this from Cramer who noticed this divergence at least two days ago.

The news lately is good for the portals, but not great for the e-commerce stocks. Portals are positioned for more and more traffic, e commerce is going towards even worse margins. Yhoo was way overvalued vs. XCIT and LCOS, so it is also correcting. At 200, it starts to make sense, and could easily grow into that valuation quickly.