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

To: Peter Zuccaro who wrote (20407)	3/11/1999 10:58:00 PM
From: nlam	Respond to of 27307

If you like the stock, don't limit yourself to purchasing it at a set price. If Yahoo drops or goes up 5 points tomorrow, buy 25 percent of your total position. If it goes down or up the next day, buy another 25 percent and so on. This way, I don't feel like a dolt when Yahoo goes up 10 or down 10. With earnings just a month away, the fun has just begun!!!!

To: Peter Zuccaro who wrote (20407)	3/11/1999 11:33:00 PM
From: Roger	Respond to of 27307

I have this observation about YHOO and some of the other Internet stocks. I must clarify by first pointing out that I am neither long nor short YHOO. The only net stock I ever owned is AOL and have made a tidy sum on it. SOmething about this Internet craze bothers me. We saw the Net stock blowout earlier this year. Then saw a almost 50% correction in the likes of YHOO. I mean these stocks are trading at astronomical PEs. There are some that have proferred that there is a whole new paradigm on how to value these stocks. PEs are old hat - there are new valuation criteria being thrown about. I think the Internet is a great new medium, a revolution. But to have what I consider these excessive valuations just does not make sense. Will be good till the party lasts. When one of these big companies disappoints and the big guys make a rush for the exits, the carnage that will be left behind will be unthinkable. Just like the blowout on the upside, the implosion on the downside will be severe. There are several analysts out there making all kinds of rosy predictions - but the risk reward ratio is just too much. I remember the biotech stocks and their blowout and subsequent downturn which left many an individual investor bleeding. Just my humble opinion ... Would love comments. TIA