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

To: memflyken2 who wrote (18974)	1/23/1999 1:50:00 AM
From: Augustus Gloop	Respond to of 27307

Assuming the books aren't cooked, I doubt that your business is moving at the same growth rate that some of the internet stocks are. You also make no reference to click through revenues and other sources of income that should enhance earnings in the coming years. I am in no way saying that 500.00 a share is a fair price...in fact it was due for a correction. However, companies that exceed rational growth rates also exceed ( if only for a moment ) rational p/e ratios. The biggest worry I have is the market is showing deterioration in relative strength which would hurt all of the techs at these valuations.

To: memflyken2 who wrote (18974)	1/23/1999 2:32:00 PM
From: oldcrow	Read Replies (1) \| Respond to of 27307

Memfly, No need to be silent...the more the merrier! Undoubtedly you have built a solid underlying media business. you say... >>I can also say that nobody -- nobody -- is making money selling web advertising in our business. A few folks are covering their basic costs, i.e. webmasters' salaries, design services, etc. But nobody is making significant $$$, let alone enough web-income to justify a multi-billion dollar market cap...<< I am sure that is true among your business circle. But YHOO is certainly much larger, has greater brand recognition (and loyalty), and a much larger reach than the smaller niche-type businesses you are using as comparison. Frankly, there is no comparison. Sveral facts: 1) YHOO DOES make significant money from selling ads (and growth continues qtr over qtr) 2) YHOO does much more (revenue stream-wise) than just sell banner ads...(given your extensive research of the business model...I'll give you the benefit of the doubt, and conclude that you must just be ignoring this to help emphasize your point) 3 Internet doubles, what? every couple of years?...that's a lot of eyeballs coming this way...