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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: Smart Investor who wrote (10229)	4/17/1998 1:11:00 PM
From: RDH	Read Replies (2) of 27307

Absolutely. This is so clear. Brand name recognition. Really meaningless here. Take Coca Cola -- why can't anyone enter the cola business -- it's only sugar, carbonated water and a little caffeine and flavor? The problem is in distribution. There is no meaningful distribution barrier to a new search engine site. Brand names mean little at present -- same with customer loyality. And what does YHOO charge? Nothing. It does advertise, but so does CBS. Well, YHOO be bigger than CBS? How? Yet, the stock price of YHOO is pricing in a domination of some sort. Let's try to imagine the future. Web-sites well be a super-interactive TV. Search engines will be like a 3D movie. Don't expect the early companies in any industry to survive. Look at the car industry. Look at the restaurant industry. Also, the giants come out of left fields sometimes. Look at IBM edging into computers (from typewriters, etc). I don't think any of the fledging computer manufacturers of those times are still around. People who expect YHOO to automatically hold its number one position (in an industry that is growing this rapidly)-- well, these people are ignoring past history. Look for MSFT to jump in once YHOO has spent enough money to prepare the way. Expect Netscape to make one dying gasp at survival by creating it's own search engine (currently the Netscape search does not include YHOO). What about WEBTV? If you think what you see now is what we will see 5 years from now, you may be in for a suprise! - RDH

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