Replies to post #1671 on Altaba Inc (AABA)

[GBR]

I think the letter sets the wheels in motion. There is much talk regarding the Sum of the parts valuation. But what doesn't get discussed is the value inherent in being one of the most visited online sites in the world. Getting ahold of this traffic should interest several players, and these several players should be greatly concerned if a competitor acquires these heavily trafficked sites. In my opinion, the Yahoo core assets can be monetized much better by someone else. So I think however this story ends, the Yahoo core will realize its full value in the market with the competing interests out there bidding for these assets. Doubtful that these other players will just stand around and let Starboard direct Yahoo's fate.