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

To: HG who wrote (19529)	1/31/1999 4:39:00 PM
From: Dave Mansfield	Respond to of 27307

This is a fine point happy girl, but I have to make it. >>Invest in a company which has no vision, but lots of money -long term you'll be hurt. Invest in a company with vision and no money - and long term you will be make money. Invest in YHOO - you'll be happy long term AND short term.....<< I said "MAKES" lots of money, not "HAS" lots of money. I'd rather be invested in a company that "MAKES" lots of money than one that has vision, but doesn't make money. Two companies with a vision, Zitel and Presstek, have yet to make much if any money. Zitel traded as high as $72 and is now trading at under $4. Presstek traded up to $100 and now trades around $10. Great visions, but little or no profits. Yahoo must follow through with fantastic profits to justify it's current valuation and the future valuation people expect to have who are willing to pay $350 for it right now. I am totally amazed at the absolute lack of earnings expectations by the longs who promote this stock. Aside form having a great vision, you have to have some kind of expectation for the profits this wonderful vision will deliver. If you don't, it all goes back to hype. Any company has to deliver profits to further its stock price or for that matter, just to survive. If you don't consider that you're not investing, you're gambling. Which is OK, it just should be acknowledged. Just so you know, here's my EPS expectations over the next few. And the P/E it develops at today's price. Again, I'm totally amazed that discussions such as this are absent from this thread. They were absent from the Presstek and Zitel threads also. Year -- EPS -- P/E 1999 - $1.00 - 350 2000 - $1.70 - 206 2001 - $2.60 - 135 2002 - $3.60 -- 97 2003 - $4.60 -- 76 2004 - $5.40 -- 65 Dave