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 (19291)	1/28/1999 5:25:00 PM
From: Dave Mansfield	Read Replies (1) of 27307

>>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)<< Perhaps not. Afterall, Microsoft has a virtual monopoly on the operating system market and a huge market share of the general software market. It is also very difficult to enter either market place. Competition is hard to come by. The internet on the other hand already has tons of competitors, some with much deeper pockets than Yahoo. And the barriers to entry to this marketplace are nearly non-existant, see the comments in their 10k. Hence, one can make an argument that Microsoft deserves a much greater P/E than Yahoo. If anybody knew back then that Microsoft would so dominate the market as they have, they might have assigned a higher P/E. Yahoo on the other hand will see much more competition than Microsoft did, including Microsoft itself. Dave

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