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

To: Glenn D. Rudolph who wrote (21345)	4/11/1999 11:41:00 AM
From: Dave Mansfield	Read Replies (1) \| Respond to of 27307

Dave, I am far from an internet bull at present valuations although I do own some internet stocks. I do not own YHOO at this time. I understand your doubting the valuation of YHOO. I was wondering how much you believe the trade name "Yahoo" is worth presently. That is a factor to be considered in valuating YHOO. Glenn Glenn, that question is nearly impossible to answer. Is it worth something, absolutely. Name recognition offers any business a competitive advantage. But they still have to earn money from it. Coke, Sony, GE, IBM all benefit from "Trade Name" status, but unlike Yahoo, the benefits trickle down financially to the bottom line. As for Yahoo, it helps support an inflated stock price, but I don't see it getting Yahoo any extra earnings, at least not enough to support these prices. That's a fine difference, but will ultimately become a huge difference. Dave