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

To: HG who wrote (19353)	1/28/1999 6:48:00 PM
From: The_Guru_00	Read Replies (2) \| Respond to of 27307

Dominance of Microsoft, revenues of my corner grocery store. Now there is a disconnect. Is Sweetpete still alive? I have not been on the Yahoo board for a couple months. He should come over here. The Yahoo boards became trash. Happy one, I am disappointed that you subjected yourself to a s-t capital gain tax just to pick up pennies in potential arbitrage. Maybe you were never planning on holding very long:) Dell is trying hard. Consider mid-day tomorrow to dump. It does not get much better than this. Sell into strength.

To: HG who wrote (19353)	1/28/1999 7:53:00 PM
From: Dave Mansfield	Read Replies (3) \| Respond to of 27307

>>MSFT was not a virtual monopoly back then. I wish I had known they were going to be monopoly. I'd have paid twice as much as I pay for YHOO now<< If you paid twice as much for what you would pay for Yahoo today, you'd still be at a loss. When MSFT was trading back then, the P/E was 15-29. Today Yahoo's at what? 1500? So you would have had to have paid up to 200 times what MSFT was trading at in 1989 to have a comparable buy, a P/E of 3000. Is MSFT trading at 200 times what it was trading at back then? And even if it were, your money would have earned little if anything over the past 10 years. I do not deny that Yahoo up to this point has been a good investment, I just get a chuckle when people try to justify it's current valuation. It's all about mania and hype. You can make money on mania and hype, but I just wish people would call it what it is. Yahoo will not grow into it's P/E, that is my only point. MSFT, DELL, and INTC all have and have done so for quite some time. There is no comparison between what happened to those stocks and what is happening with Yahoo. If somebody can explain to me where I am wrong, I welcome it. Dave