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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: sakura who wrote (16896)	1/3/1999 5:16:00 PM
From: The_Guru_00	of 27307

MCI by Yahoo was a flop. So is ATT by Yahoo. FCC (not FTC) will ultimately decide the closed or open nature of the cable lines. If they are open, expect access to cost a pretty penny. ATT and others are not spending billions and billions to let free-loaders use their systems. I predict they will rule in favor of the cable owners. BTW, the "dial-up" business has been a crappy one. The only guys to make a buck (even if it is an accounting buck) are AOL. They have the critical mass. (after spending billions on modems, advertising, free service, etc.). Now they are in the drivers seat to get the secondary revenue which is the only way the business will work. Secondary revenue comes from advertising, e-commerce, etc. (not the 21.95 monthly charge, most of which is paid over to the infrastructure owners (Worldcom, etc.). This has been a longwinded way of saying there is not a chance in hell that Yahoo becomes an ISP. Never. Will not happen. I guarantee it. Guru.

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