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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 (8440)3/15/1998 6:08:00 PM
From: TheBigB  Read Replies (1) of 27307
 
Netscape has clearly said that Netcenter is not how it wants to develop. Please read that WSJ article. They are acknowledging that Netcenter model is bad for the consumer and they want to work on providing a Yahoo like model. It is saying that it wants to compete with Yahoo.

Yes Yahoo has become big but to think that Netscape/AOL/Microsoft cannot compete to provide similar quality in services greatly underestimates these companies.

Remember : 70% of America and much of the world is not on the web yet - so the struggle to become the portal supremo - far from being over is only just begining.

We are at page 3 of an 800 page book and YHOO may win - what I question is the fact that the stock price seems to reflect that it has won and that there is no going back.
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