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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: The Vinman who wrote (10187)	4/16/1998 8:13:00 PM
From: Bill Harmond	Read Replies (1) of 27307

Vinman, It would take at least $1 billion to recreate what Yahoo offers today, and it would take a long time to create it. By then Yahoo will be farther into the lead. Nobody "just gets" 32 million individual users. You need a brand and a usage habit to do that. At that, America Online has been at this for seven years and gets half that many. You're over-rating Microsoft. They understand software distribution and they virtually dictate the competitive dynamics of the desktop OS and application space, but they have yet to show they can even break even in media. In online services, MSN was and is a pathetic, failed attempt to dislodge AOL. Microsoft's content efforts have failed over and over as late as this year. Microsoft (like CBS did in cable years ago) is showing that they can throw big money at an enterprise outside their core competency and end up as a high-profile also-ran.

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