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Stocks A / Altaba Inc.


Subject:  Re: Why I'm Still Holding Onto Yahoo! Date:  11/26/2001  5:53 PM
Author:  bearcatjim Number:  13818 of 15611


You make good arguments. I was not telling you to dump it. In fact I am considering buying Yahoo! though I have never owned it before. The fact that advertising spending is off so much is very encouraging to a value investor like myself who is looking for a good company whose stock price took a hit that is bigger than warranted.

I too will wait and see what happens with ad spending before I make my decision to buy in.

One thing I think of though is the way EBay (which I bought at 47.04) has survived this decline in ad spending. They too rely primarily on ad spending. I hope the return of more such ad spending will send EBay into orbit along with Yahoo. I wonder though, what did EBay do right that Yahoo did not. Both have similar brand loyalty (name recognition) etc. Both rely on the ad revenue.

I will eagerly await the future.
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