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Technology Stocks : Altaba Inc. (formerly Yahoo)

AABA 19.63

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Nov 6 4:00 PM EST

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To: Oeconomicus who wrote (7403)	2/17/1998 1:45:00 AM
From: damniseedemons	Read Replies (1) of 27307

Believe me (and Bill will concur), I'm totally against investing in a small company going against a big one (and especially if that big company is MSFT). But the MSFT/NSCP analogy isn't valid to YHOO. The biggest difference, is that NSCP was talking trash and aiming for Microsoft's crown jewels--Netscape really got the fires buring in Redmond, and it got them killed. This was the biggest mistake Netscape could have ever made. YHOO isn't talking about putting MSFT out of business, so for now, they are not in Microsoft's cross-hairs. On Microsoft's radar screen, yes, but they're not even close to being the center of attention. Regardless, YHOO has a much more defensible franchise against Microsoft than Netscape. I mean, what is Microsoft going to do, give away their search site for free?? Haha! I think a better analogy would be Microsoft (MSN) to America Online. Despite all of AOL's complaints and the DOJ's worries, that MSN icon on the Win95 desktop did little to stop AOL's momentum.

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