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: Randy Ellingson who wrote (15363)	11/22/1998 12:55:00 PM
From: Dave Mansfield	Read Replies (1) of 27307

Randy, in my response to MadDog I agree that Bre-X was probably a bad example. Yahoo is obviously a much better company. Would I compare it to AOL though? Absolutely not. AOL is an ISP with dedicated customers who pay for their service. Most people commit to one or two ISP's and that's it. Breaking into this market at this time is almost as tough as breaking into the O/S market dominated by Microsoft or the CPU market dominated by Intel. But portal companies such as Yahoo? God, how many are there? How many does the average user use? How hard is it to get into this market? Those who compare Yahoo to AOL it appears do not see this.

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