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: HG who wrote (15903)	12/6/1998 4:11:00 AM
From: Dave Mansfield	Read Replies (1) of 27307

>>Agree Dave, no conventional barriers to entry, but if you look beyond the obvious,do you think anybody would announce a new portal now? And be as successful in the arena? Isn't the market saturated enough?<< Happy Girl, if you truly believe the last question, how do you expect triple digit growth out to as far as the eye can see? And isn't that needed to justify P/E's in the 400 range. And even if the market is "saturated" right now but still yields growth in the triple digit area, does that not say that the market "is not saturated" right now? To be honest with you, I think we really don't need new portals to limit Yahoo's growth from here on out. There's enough out there as it is. As they get better (and they will) that alone will help stymie the growth that's needed to support these levels of pricing. Just "some" of the competition: netscape.com msn.com snap.com excite.com goto.com hotbot.com excite.com wherethehell.com altavista.com go.com All with price to viewer ratios less than Yahoo.

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