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: StaggerLee who wrote (4828)	12/22/1997 1:07:00 AM
From: Bill Harmond	Read Replies (2) of 27307

>>An easily replicated search engine/web-link product "Replication" isn't competition. Anyone can make a cola soft drink, too. Or imitation maple syrup. Or paper diapers. Or razors. Or a browser. Or an operating system. >>no earnings Yahoo is profitable from operations in spite of the fact it's only 20% sold out. >>a web site which would cost about $2 million to program (tops) and $300 million to advertise (tops), to duplicate No way. I don't think you understand the depth of the Yahoo franchise, or the associated costs. Yahoo Japan alone cost $1 million to start, and it has brand-name recognition. There are over 60,000 website links back to Yahoo pages. Yahoo has the immense advantage of learning what people want to access by monitoring 50 million page views every day. Yahoo has arrangements like an exclusive deal on MSN, exclusive commerce deals...all sorts of alligators in its moat. Most importantly Yahoo has the lead and* the greatest momentum.* Yahoo grew more in 3Q97 than its entire size was at the beginning of 3Q96. The most important rule in technology investing is, "Never discount the value of an installed base."

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