Altaba Inc. (formerly Yahoo) Message Board

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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: Mongo Slade who wrote (12442)	7/9/1998 3:15:00 PM
From: Bill Harmond	Read Replies (2) of 27307

>>The latest thinking is that YHOO will become one of a handful of dominant portal sites on the web. Yes, and I think it's correct. >>compare the web to the emergence of TV I think your point that technology limited the competition in TV is absolutely true, but the barriers to entry in the portal business are astonishingly high now, higher than most appreciate, and the time it would take to assemble the global resources and alliances to compete effectively has run out. Microsoft and Netscape have a chance because of their platform advantages, but that's about it. I think the balance of your arguments are pretty-much subjective, and there is no arguing with taste. The free email is a big deal though. We will all be using web-based mail sooner or later from public terminals, not just our own PC's.

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