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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: santhosh mohan who wrote (5747)1/6/1998 12:14:00 PM
From: Rational  Read Replies (1) of 27307
 
Santosh:

Many in the Wall Street think that Yahoo! is an internet media leader. The WS bets heavily on leaders. IMO, the WS does not understand that Yahoo! is neither a media company like NYT nor a technology company like MSFT or DEC. Yahoo! depends on DEC for computer technology and search engine and does no media content presentation. Yahoo! is simply a web-site that channels information synthesized elsewhere. While this process is necessary for becoming a media company, it is not sufficient and many can do this channeling at little cost.

MSFT is truly going to be an internet media giant (IMO) and is gearing itself very heavily in that direction. Many are suggesting that NSCP should move in this direction -- NSCP has done a lot like the alliance with @Home, ORCL, TCOMA; but focuses on technology rather than media. MSFT is working hard to break NSCP's alliance with TCOMA by heavy investment in TCOMA (not done yet), although the CaTV industry is reluctant to giveaway their turf. MSFT has also hired heavy-weight TV journalists for its contents-based internet media business.

Once the WS begins to realize that the internet media giant will be MSFT and that there will be many (including the TV and newspapers) competing for the same advertisement money, Yahoo! will be just another internet web-site. Even NSCP which pioneered the graphical web browsing and much of the growth in internet is being trashed by the WS, because its earnings visibility is getting clearer to the WS. It will be clearer with respect to Yahoo!, although it may take some time.

Sankar
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