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: Robert Sievers who wrote (7390)	2/16/1998 6:49:00 PM
From: Bill Harmond	Read Replies (4) of 27307

>>Both internet companies. >>There businesses were no different I'd say both Spyglass and Yahoo are Internet-related companies, but that's where the similarity ends. Spyglass is a software tools company and Yahoo is a media company. They sell entirely different things to different customers. Yahoo has a service franchise, Spyglass does not. Yahoo is the leader in its field, Spyglass isn't and never was. >>Both have risen on short squeezes. Have you seen the latest institutional-ownership stats for Yahoo? Short-covering has added to volatility, but the buying has been real. Remember, the stock absorbed the short-selling first. >>Both are targeting a market which will grow faster than development costs. I'm not sure what you mean by this. It sounds like a good thing to me. >>Both are being forced to start to take on big players. Yahoo is the biggest player. Yahoo has the largest franchise in Cyberspace. Yahoo has more users than anyone including AOL, and Yahoo is adding users faster than anyone. >>Both have incredibly rosy scenarios in front of them. Spyglass has been taken. >>When MSFT starts playing in this sandbox, some of the little guys are going to get bullied. Now it's not when but if. Microsoft doesn't have the latitude it had even weeks ago, and they'll likely never have it again. Gates made a costly mistake by zeroing out Netscape's market. Every Windows or Internet platform-related market they enter now will be scrutinized. biz.yahoo.com

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