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: Randy Ellingson who wrote (15410)	11/23/1998 7:00:00 PM
From: Dave Mansfield	Read Replies (2) of 27307

Yahoo overtake AOL's market cap? Possibly, but I believe the bubble will pop well before that. Also, just think of all the "real" companies Yahoo must pass up to achieve that goal. Think about it another way. Think about a company like Caterpillar. They actually make a product. They have billions in sales. Billions in assets. They earn over a billion a year. They have about the same market cap as Yahoo does right now. Do you think it makes sense for them to sell their company and buy Yahoo? Or to take a couple of hundred million of their petty cash to start their own portal for the chance to have another company with the potential of the $40B market cap you suggest? It's all about tulips and the end is looking near. If there's so much money to be made on the internet, why don't we all quit what we're doing and all become rich internet companies, or should I just say portals?

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