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


To: 16yearcycle who wrote (21132)4/7/1999 6:21:00 PM
From: art hebert  Respond to of 27307
 


Exactly, you know how long it took Sun Microsystems to get to 1 billion. Forever. Yahoo has no shipping costs, low infrastructure, etc. A perfect model, way better than Amazon who has to package and ship books. Better than AOL, they maintain modems that get outdated, they maintain Points of Presence around the world. Yahoo doesn't have to do this. All they need is redundant sites in each continent.



To: 16yearcycle who wrote (21132)4/7/1999 6:30:00 PM
From: J.S.  Read Replies (1) | Respond to of 27307
 
Eugene,

You write:
" 4. A pe of at least 100 would be appropriate."

I agree that YHOO valued at least $45/share would be appropriate under
your optimistic scenarios.

Most people don't even attempt to value YHOO. They just say something
like "it so hot you can't put a value on it". IMO they don't want to
let reality get in the way of their exuberance.

Regards,
Joe



To: 16yearcycle who wrote (21132)4/7/1999 6:45:00 PM
From: james medina  Read Replies (1) | Respond to of 27307
 
i have alot of respect for your investing skill. what % of your portfoliio would you designate to the nets and which ones now??