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 (3088)	11/22/1997 5:54:00 PM
From: Eric Klein	Read Replies (1) of 27307

>>So where's the competition? I haven't seen it yet...<< I think he said "If others find this business lucrative" then they can move in. So far the only lucrative thing about YHOO is the stock price. If big money can be made, then the big players will be attracted, and with few or no barriers to entry, they'll be fierce competitors. If the YHOO business model ever proves out then everybody and his brother will steal it. I used to work for a company which made GPS receivers, Trimble Navigation. One of their biggest markets was in the marine industry, primarily private yachts. After Trimble built the market, a bunch of low priced competition moved in. The Trimble management always said that people would pay more for the Trimble name. You know what? People couldn't care less for the name. Trimble went from being the market share leader to fourth or fifth in a year. The Marine Division is all but dead now.

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