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: Pruguy who wrote (23373)	7/31/1999 9:46:00 AM
From: blankmind	Read Replies (2) of 27307

- I agree that AOL "has fat profit margins" - by definition, that means more players will invade its turf - WalMart, on the other hand, deals in razor thin margins; with low priced items, & very few want to compete with them - Look at MSFT - where there's significant barriers to entry - or like Yahoo - where its platform has become the overwhelming choice amongst users - sorry, but AOL is nothing more than a differentiated commodity that will erode in value over time. And you're seeing that now reflected in AOL's stock price plunge

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