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

To: Magic212 who wrote (21563)	4/28/1999 3:39:00 PM
From: LOGAN12	Read Replies (1) \| Respond to of 27307

OUCH! Come on May 14, we need something here...eom

To: Magic212 who wrote (21563)	4/28/1999 4:20:00 PM
From: TLindt	Read Replies (1) \| Respond to of 27307

To: TLindt (5057 ) From: Roger Bass Wednesday, Apr 28 1999 12:39PM ET Reply # of 5083 Despite the enthusiasm here for anything that seems likely to drive the price up, the comments quoted here are as dumb as anything I've heard from any analyst for a long time. Specifics: 1) Yahoo is a channel, a distribution business. Processing is way different as a business. 2) Exclusivity on a particular offer is, of course, a good thing from any channel's perspective. In processing businesses however, volume is critical. CF's viability would be seriously impaired as a 'captive' processor, for this reason, and even more seriously, since they'd be less attractive to billers if they lost distribution. Also, saying that "It would be the most successful acquisition [they] ever made" is just generally an idiotic thing to say about any acquisition until the real results are known. Reality is, about half of acquisitions are unsuccessful, especially compared to the hype that always accompanies them. And finally, the comment that CF is the "sole provider of online bill payment services", though it may warm the cockles of our collective hearts, betrays ignorance about this space from someone who is, after all a portal analyst. - Roger. Message 9196161 To: Roger Bass (5070 ) From: TLindt Wednesday, Apr 28 1999 12:54PM ET Reply # of 5083 >>>betrays ignorance about this space from someone who is, after all a portal analyst. Yea...all of that, and don't forget the part about being able to pick this up for $3 Billion. That's less then 1 x market 48 eight months out...if those other ANALysts are correct. >>>Also, saying that "It would be the most successful acquisition [they] ever made" Like I'll give you a box of beads and some trinkets for Manhatten Island...that would be the most successful acquisition [they] ever made too! But it ain't gonna happen....that's what we have middle fingers for. Message 9196530