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Technology Stocks : Altaba Inc. (formerly Yahoo)
AABA 19.630.0%Nov 6 4:00 PM EST
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To: Dave Mansfield who wrote (15766)12/1/1998 11:32:00 PM
From: Original Mad Dog  Read Replies (1) of 27307
 
Dave,

Is it fair to say that others are not jumping into this? MSFT has been trying without great success. When NSCP started to succeed in the portal business, along came AOL to throw lots of monopoly money at it. Disney has been making noises, and Lycos heads a list of non-YHOO independents. What is striking about this market is how many entrants there are given the *lack* of profitability. The real problem for YHOO longs to ponder is: What happens when profits start to rise? Imagine the competition then. Lots of people seem to think that portals will sort out into three or four dominant players like network television. But network television had three dominant entrants because there was limited broadcast spectrum. No such limitation here. Are there only three dominant cable TV networks? No. There may be three ahead of the others, but the marketplace as a whole is a fragmented free-for-all (though many multiple entrants do have the same owners). And in cable, *unlike* the Internet, there has been a limitation on space in local systems.

Industry Consolidation: The benefit to the YHOO shareholders there isn't going to be the deal itself, which we have both said before would almost have to be dilutive to earnings. The benefit would be in emerging as one of a small handful of dominant players. But see paragraph above: will that necessarily happen in this marketplace?

MAD DOG
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