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: Bill Harmond who wrote (3038)	11/20/1997 7:27:00 PM
From: Bill Wexler	Read Replies (3) of 27307

Rambus is not Yahoo I never have nor would I ever short Rambus. Unlike Yahoo, Rambus has a proprietary technology, which, if succesful, could generate an enormous revenue stream. Yahoo is a web site that sells banner ads. Nearly zero barriers to entry - and net-net Yahoo is STILL losing money. The valuation is outrageous relative to its competitors even though there isn't a significant difference in their revenue streams. The "brand name" arguments are slightly disingenuous...since it is way too early in the game to see if internet advertising will pan out the way the hypesters claim it will. FWIW - after today's rally, you can still buy two Rambuses for the price of one Yahoo.

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