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 (21763)	5/16/1999 1:23:00 PM
From: Randy Ellingson	Read Replies (1) of 27307

But in my opinion the price of Yahoo contemplates the internet being a huge commercial success (not quite there yet) and Yahoo remaining at the top of the heap. Should there be any slips along the way (and there typically are in any business) the effects could be huge to Yahoo investors. More agreement from me on this. But I also think there's room for slip-ups of almost any reasonable magnitude. To say this, I look at AOL which has had continued incredible success in spite of highly questionable tech support and multiple PR debacles. The masses are remarkably accepting. Perhaps Yahoo's users are less forgiving. I also grant that there are more solid Yahoo-alternatives in place than AOL faced over the past few years. @Home changes things for AOL, as to a lesser extent does a somewhat better educated computer-user population. Randy

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