Altaba Inc. (formerly Yahoo) Message Board

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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: craig crawford who wrote (12356)	7/9/1998 8:38:00 AM
From: Jim Duffett	Read Replies (3) of 27307

You need to think outside the box. Yahoo is very similar to Dell at that point in that it is still in its infancy. You can't make a comparison to a boxmaker in terms of sales any easier than you could to Citicorp. Different animals entirely. I'll put it like this. Yahoo isn't overvalued until it's market cap exceeds that of AOL. Mark my words, one day, maybe soon, it will. The money is not in being a service provider, that is a commodity. It is in the advertising dollars. Just like magazines, cable and TV. Yahoo is the future, and evidenced by the way that they continue to outperform, people continue to think in too small terms. They generate higher page hits, and have more registered users than AOL, what will ultimately dictate the ad revenue? What did IBM look like in the beginning? Intel? MSFT? When you booted your PC into pitiful DOS in 1985, could you imagine that the company that made it would be worth $250 BILLION??? in 1998? See the big picture. Real big

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