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


To: Howard Hoffman who wrote (19846)2/9/1999 3:55:00 PM
From: Randy Ellingson  Respond to of 27307
 
By the way, if YHOO can keep increasing Rev by 50%/yr for 5 yrs, they will have Rev = $1.5B. If YHOO sells at 18x Rev, then it will be worth a market cap of $27B in 5 years. Uh, why would anyone really want to buy it today when it has Rev = $0.2B P/R = 185?
MOMOMOMENTUM


All we can do is wait and see why the market values them today at >$25B (is this still true after the continued slide today?). So far nobody has overestimated their ability to grow revenues and margins.

Randy

P.S. BTW, thanks for the numbers you posted. That helps to put things into perspective. I still think we'll see YHOO exceed AOL in market cap within two or three years' time.