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

To: Dave Mansfield who wrote (21712)	5/12/1999 11:17:00 PM
From: Randy Ellingson	Respond to of 27307

Once it becomes apparent that Yahoo cannot grow to meet 400, 500, 600 p/e's those ratios will drop. And drop hard. Your prediction is clear, that Yahoo cannot grow to justify it's current valuation ($34B). We'll see; while Yahoo certainly has the attention of consumers and corporations alike, they must continue to increase their ability to leverage their audience to bring in revenues. In a way, the opportunity is theirs to lose; Yahoo's "market share" and growth thereof appears healthy. Randy

To: Dave Mansfield who wrote (21712)	5/13/1999 7:39:00 AM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 27307

Dave, >> Once it becomes apparent that Yahoo cannot grow to meet 400, 500, 600 p/e's those ratios will drop. And drop hard. << Yahoo will have to digest geocities and bcst which were bought for about 30% dilution and have no earnings. So growth in earnings will be very small this year. And margins will be less than the 90% of Q1. So the numbers will not appear good. But maybe they will be excused as growing pains.