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

To: stratolink who wrote (21472)	4/20/1999 4:27:00 AM
From: B. A. Marlow	Read Replies (2) \| Respond to of 27307

Heads up to prospective YHOO longs. If you buy BCST at $117.75, you lock in YHOO at $152.49 a share ($117.75/0.7722 conversion ratio). The "risk" discount is now 6.84 percent, very high. This is calculated as follows: $163.6875-$152.49/$163.6875). Thus, with YHOO available through the "back door" at barely more than 50 percent of some analysts' price target, you have to conclude that the Net sell-off is about over. Conclusion: If you want to get in, here's your chance. BAM

To: stratolink who wrote (21472)	4/20/1999 9:36:00 AM
From: memflyken2	Read Replies (2) \| Respond to of 27307

Check out the latest New Yorker issue, strat; there you'll find Meeker in all her glory. Here's the release, compliments of my friend fishjoat: "Morgan Stanley Dean Witter & Co. analyst Mary Meeker warned in the New Yorker magazine of a ''big correction'' for the group. Meeker likened the mania for Internet stocks to the tulip-bulb craze in Holland in the late 17th century, which sent prices of bulbs soaring before the market eventually crashed. Meeker's interviews have moved stocks before. In February, Amazon.com Inc., Yahoo and Ebay Inc. soared after she called their long-term outlook ''phenomenal.'' " If I were a bull and saw this, friends, I'd be very nervous about this week. I don't see the word "buying opportunity" anywhere in her article...