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

To: memflyken2 who wrote (20136)	2/18/1999 1:22:00 PM
From: HG	Respond to of 27307

:-) Advice taken....sold CSCO puts (ZCYMDs) and at 83, CSCO will be a bargain in 2001.... Watching YHOO with interest. Don't necessarily agree about the $35 bit, but I think market will move sideways and I prefer waiting. I've been on a shopping spree and am in the red...so yes, I'm forcing myself to wait... Like Guru, I should form a longers anonymous...

To: memflyken2 who wrote (20136)	2/18/1999 4:12:00 PM
From: Randy Ellingson	Read Replies (1) \| Respond to of 27307

YHOO is still a $4 or $5 billion company -- potentially -- masquerading as a $30 billion behemoth. Any way you look at it, hg, the downside at this point is far more likely than the up. None of my business, but if I were a bullish Yahooligan, I'd count my lucky stars for having gotten in early and often, sell all the stock I need to savor my investment, and then sit quietly until the real buying opportunity comes: at, say, $35 a share. That's when YHOO will next be a bargain buy. Really? The market has it all wrong right now, huh? What do you use to value Yahoo at $5B when the collective investment community says it's worth $25B? To whom do you compare the company? Sears? Probably not. AOL? Why? Because of today's profits AOL reels in, or because of the profits Yahoo won't be raking in during the coming years? Yeah, I own YHOO and intend to sell some of it in 25 years or so. Randy