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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: Bill Harmond who wrote (4834)12/22/1997 2:23:00 AM
From: StaggerLee  Read Replies (1) of 27307
 
>>As far as Atari, Wang and others, I'll start buying that argument when Yahoo starts losing share like they did.

Fair enough. My thinking is, it's inevitable that market share will decline as competition intensifies (as it always has in every emerging industry since the beginning of time). YHOO is like the early 1980's when the first home computers were becoming available. Sure, you might be buying the next Compaq (though, at a much higher premium). But you might also be buying one of the 20 others that were way ahead of Compaq in 1982, with "insurmountable leads" (e.g., Commodore, Tandy, et al).
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