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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: hal jordan who wrote (10618)4/27/1998 3:00:00 AM
From: craig crawford  Read Replies (1) of 27307
 
<< So what happens to YHOO if Netscape announces over the next week or two that they will buy/merge/whatever with Infoseek? >>

(In this theoretical scenario), for the sake of NSCP/SEEK shareholders let's hope that the market wouldn't be in the kind of mood that it was when A$ND and C$CC merged, or USRX/COMS.

<< Thats the great thing about the Internet. YHOO has no patents on a great website. Others can and will follow, perhaps build a much better one. >>

What patents exactly does M$FT hold to prevent others from designing a competing operating system? M$FT "borrowed" a few ideas from Xerox and (rotten) Apple, so apparently patents can sometimes be worked around. What patents does C$CO hold to keep others from designing a better router/switch? Sorry, but your argument doesn't work for the time being.

<< Hype gets built up about some other site, people can flock there >>

When that happens and everyone decides to abandon YHOO, let me know so I can sell. (I assume that I will buy YHOO back in the not so distant future).

<< 5 billion market cap is a huge joke. There is no way YHOOs cap is going to stay anywhere near these levels by the end of the year >>

I hope you didn't say things like that in the past about companies like C$CO, DELL, M$FT, AOL, etc. unless you had incredible timing. Just about all of these companies had declines of 40% or more at one brief time or another but they were buying opportunities, not shorting opportunities.
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