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

To: William T. Katz who wrote (20835)	4/6/1999 11:43:00 AM
From: Randy Ellingson	Read Replies (1) \| Respond to of 27307

memflyken2, I hear you and I agree. This is indeed an internet bubble mania, no question of that. No question? The market's valuation of YHOO has proven to be too conservative as long as it has been trading publicly. Do you really expect this to change for any significant length of time within the next ten years? Randy

To: William T. Katz who wrote (20835)	4/6/1999 12:02:00 PM
From: patrick bey	Read Replies (1) \| Respond to of 27307

Yahoo! still undervalued! The ability of a company to invest is the answer. Capital efficiency as called by academics. How fast can they turn a $1 in to $5 for example. Compare it to Coke , Coke invest $3 billion to get about 7 or 8 in the next 5 years. Yahoo invests 5 in BCST and get 30% in a week. Now the question is what are they investing in? well, it is brain power that will create tremendous wealth to investors. These brains are going to improve the productivity of corporate America without inflation something Greenspan loves ! All internet stocks are undervalued. It is the provider productivity gains like never before and will continue to do so for at least the next 10 years. We are only at the beginning , you have seen nothing yet !