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Technology Stocks : Altaba Inc. (formerly Yahoo)
AABA 19.630.0%Nov 6 4:00 PM EST

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To: Randy Ellingson who wrote (24179)10/7/1999 11:11:00 AM
From: Eric Wells  Read Replies (1) of 27307
 
Randy - thanks for your post.

>>The only way I see it not happening in the next
>>couple years is if DOJ says MSFT must go to pieces.

My main concern about MSFT is the large percentage of revenue and income that is derived from Microsoft Office. Office sales continue to grow, but at some point, corporate customers are going to stop upgrading to new versions. And there is the threat of competition from web applications. If Office sales start showing slower growth, it may affect MSFT's stock price.

>>I do know they have received revenue through my use,

I've never contributed to Yahoo's sales. I do use - and I use it often. I use finance.yahoo.com to get current quotes on the market indexes, and I read Reuters news. But I've never paid Yahoo any money.

Best of luck to you with your YHOO long position.
-Eric
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