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 (3744)	12/6/1997 1:25:00 AM
From: Bill Wexler	Read Replies (2) of 27307

Of course, Microsoft was already in business for over 10 years and had established a monopoly on the desktop PC before they achieved Yahoo's current market cap (note that I keep pointing to proven track records vs. I sure hope that Yahoo grows fast enough someday to justify the 4 digit P/E I'm currently paying.) I won't even bother to compare revenue and earnings figures from that time. I think that Yang and Filo are nice guys and pretty clever; however, I think I can safely say that they have not stumbled onto a Microsoft. The business they are in relies solely on advertising. It is extremely competitive, very easy to enter, and it is still a tiny fraction of the total advertising picture. A "universal reference source" would be nice. However, I'm not sure if Yahoo will be delivering it. I think you are projecting pie-in-the-sky...which is fine...but such an undertaking would be enormous, and I'm not really sure that the internet is the optimal medium. It'll be interesting to see what develops in the next 5 to 10 years. In the meantime, I believe that paying $3 billion for Yahoo will result in disaster.

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