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: dwlima who wrote (14604)	10/10/1998 8:41:00 PM
From: Moominoid	Read Replies (2) of 27307

As I said I am very conservative on this. If you look at First Call or Zacks analysts aren't expecting growth that is any faster than DELL soemthing like 40% from this year to next. I was surprised how low their estimate of growth was. The way I see it Yahoo and related "portals" could be obsolete in 5 years time or maybe they will have huge revenues. I don't know. My bet is that Amazon and other players (eg brokers) who develop a name and sell products over the net have a stronger chance of remaining relevant than Yahoo. I for example only use Yahoo for some stock price and news pages on foreign markets. There is nothing stopping my broker (Datek) from at some stage providing this foreign market information just like the US market information they already provide. Then why would I use Yahoo? I prefer CNN's site on the US market actually. For searching I use Alta Vista. The economics of the net is nothing like TV. I think long term it will be very difficult to remain relevant without offerring something beyond information. David

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