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

To: The_Guru_00 who wrote (19179)	1/26/1999 10:02:00 PM
From: saju chacko	Read Replies (1) \| Respond to of 27307

errrr.... it's in my nature to butt in.... and offer MY OPINION... i have no position in any stock.... not for the last 4 months... so i'm less biased than i used to be... i think there is a very fundamental problem with the current price of YHOO... there is nothing more for me to say other than... look at the current price and multiply it by the number of shares outstanding... now take this number and do a geometric extrapolation of the current earnings... please feel free to assume that market share and the total market increases at a reasonable rate set by you... make any other assumptions that you feel are necessary... at what year will YHOO's p/e ratio be 100? when you get an answer please post a reply and tell me if that is just a little bit too long... cuz before that the current 'Sky's the Limit!' poker game might be over.... -- commit; also another way to view the current valuation of YHOO is too look at the stock price ... what is it? if you divide it by 4 what number do you get? is that number too high/ too low for a growing company? what is a more investor friendly number for a stock's share price? 40? 50? what number do you have to divide the current stock price by to get 40 or 50? i think the answer will range between 8 and 10... so that means at least an 8:1 stock split for YHOO... does that sound too extreme for you? is there another option for the stock to be priced reasonably? multiple (i.e. at least four 2:1) splits over the next couple years? do you fear that you don't have a couple years to wait for this stock to be priced reasonably? the price might just become lower? that may be a sign that it is overvalued... -- commit; hmmm... there exists the possibility that a stock can fall and rise... i think YHOO may do one of the two... -- commit; also ... feel free to review the charts for IOM(previously, IOMG), USRX(now part of COMS), IDID (now a bb), DELL, MSFT, GE... where might YHOO's chart fit in? (these are my thoughts... they very well may be ... INCONSISTENT, CONFUSING, and/or WRONG) Saju

To: The_Guru_00 who wrote (19179)	1/26/1999 11:03:00 PM
From: James Thai	Respond to of 27307

One word: Software. James.

To: The_Guru_00 who wrote (19179)	1/26/1999 11:19:00 PM
From: HG	Read Replies (1) \| Respond to of 27307

<<<I will bet you a buck that Q1 revenue are not higher than Q4.>>> Guru, The management talk about sequential growth. You know what happens to the stock if management talks thru the hat. Would they risk it by lying about the growth ? HG

To: The_Guru_00 who wrote (19179)	1/27/1999 12:11:00 AM
From: Holyman	Read Replies (1) \| Respond to of 27307

Guru: Re: <BTW, I will bet you a buck that Q1 revenue are not higher than Q4. Unless all of those unfilled Christmas orders due to lack of inventory are being counted in January. Take a look at Musicland, Barnes, Trans World Music, etc. Seasonality is a fact in retail. I don't see how they grow through that trend. Bookmark this post and prove me wrong. I don't think I will be.> Guru, apparently some people are confused between "sales" or "revenue" and "growth." I believe, the CFO meant that the "growth" (not "sales") in Q1 will be higher than Q4. Unfortunately, Nasdaq quoted her the wrong way. The following are the misquotation from Nasdaq: From NASDAQ: "Amazon.com Inc. Chief Financial Officer Joy Covey said Tuesday the online retailer expects first-quarter sales to be higher than the record $253 million posted in the fourth quarter." "At this time we do anticipate some sequential growth in Q1," she said in a conference call with analysts that was broadcast over the Internet. "It's too early to say whether this will be anything more than slight growth." "She said she expected the sales growth even though January sales were likely to be down "markedly" from the seasonally strong December revenues, which rose to as high as $6 million on the peak sales day." God Bless.