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: Dave Mansfield who wrote (19285)	1/27/1999 10:04:00 PM
From: HG	Read Replies (1) of 27307

Dave, Is it fair to compare MSFTs growth with that of YHOO and internet as such ? Not only were the industries different, the growth of MSFT (software industry), INTC (hardware industry) etc was linear. It took years for PCs to come of age, and softwares to standardize. But once standardized, MSFT/INTC grew fast. Internet has grown exponentially right from inception. Perhaps companies need to grow exponentially ? I don't know HOW we should compare or WHO we should compare with becoz this industry has no parallel - and of course no one is able to create any meaningful measures. And if one accepts this is the last paradigm of this century, maybe uncertainity about the valuation can be easier to accept.

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