Internet Search Engines - The New Conglomerates? Message Board

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Technology Stocks : Internet Search Engines - The New Conglomerates?

YHOO 52.58

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Jun 26 5:00 PM EST

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To: TFF who wrote (19)	4/18/1998 5:07:00 PM
From: Sowbug	Read Replies (2) of 165

AOL has a market cap of 17 Billion. It's revenues are based off it's ISP business. Is there any reason why YHOO,SEEK,LCOS,XCIT,GNET can't do the same business? MCI and YHOO currently offer internet access.What is the potential of that business to YHOO? It's a high overhead business. One modem and phone line (or fraction of a T1) per currently online subscriber. For all we know, Yahoo is running on a souped up Linux box in a closet in some student's dorm room (exaggeration, but you get the point). Plus, ISP business seems doomed to be swallowed by either cable companies or phone companies. Who knows whether xDSL or cable will become widespread, but it's clear that one of them will. At that point ISPs will be obsolete.

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