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: Hiram Walker who wrote (12602)	7/10/1998 2:53:00 PM
From: hothot	Read Replies (2) of 27307

I think any attempt to justify the valuation with some numbers does not make sense. For the Internet startups, the battle is the control of the new market. Sure, Amazon has not much sales yet. But the question is whether they can maintain the market share of Internet book market as the Internet expands. Clealy, they have established a good brand name and has the largest market share among the Internet users. I know a lot of people who go to read books in B&N and buy from Amazon. If they can keep selling books at 15% discount and still have a good margin, they will become the market leader with substantial share of the total book market. For Yahoo, the same logics apply. If it can maintain the current market share, they will be the leader of the new media. If this happens, the share will increase another 10 times. Of course, the fun part of this is nobody knows what will happen:-)

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