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: Smart Investor who wrote (15577)	11/25/1998 1:13:00 PM
From: Original Mad Dog	Read Replies (1) of 27307

Smart Investor, Do you think your AMZN example (using a pure revenue comparison) works without comparing the margins and potential margins of the two businesses? AMZN, it seems to me, will never have robust margins because a book is a book and a CD is a CD, and as a retailer your markup is severely constrained by the presence of other retailers (especially in the on-line world, where the next retailer is a bookmarked link away). If, OOTH, YHOO succeeds in being one of a small number of dominant Internet portals with millions of daily viewers, well, advertisers can only spend their money where the audience is. I agree that both companies are overvalued, but I think AMZN is more so. MAD DOG

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