Altaba Inc. (formerly Yahoo) Message Board

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Technology Stocks : Altaba Inc. (formerly Yahoo)

AABA 19.63

0.0%

Nov 6 4:00 PM EST

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To: HECTOR RUBERT who wrote (20145)	2/18/1999 7:08:00 PM
From: VIXandMore	Read Replies (2) of 27307

Hector, Thanks for the reply. For the record, I have never owned AMZN, just YHOO, and for many of the points you mentioned. The reasons I was initially drawn to YHOO (besides being an early My Yahoo fan) was the brand name and my belief in their ability to build web communities, which they would be able to leverage into strong e-commerce relationships. While I still think YHOO has the potential to do that and a lot more, the competition has grown much stiffer. AOL/NSCP has given these companies strong partners with capabilities that neither had on their own. XCIT has teamed up with ATHM/T to become a potential broadband powerhouse -- again, significant new capabilities. BCST and RNWK could be the foundation of new portals or add significant capabilities to the likes of someone like AOL. EBAY and AMZN have already made the most headway in e-commerce. YHOO has acquired GCTY, but what did they get? 80% duplicate users? a "community" in name only with lots of dormant eyeballs? I still like YHOO, but the field has become much more competitive, so I am more cautious with my investments there. Long YHOO and ATHM, -Bill

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