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Technology Stocks : Altaba Inc. (formerly Yahoo) -- Ignore unavailable to you. Want to Upgrade?

To: Bill Fischofer who wrote (26135)	12/18/2000 7:51:42 AM
From: Oeconomicus	Read Replies (1) \| Respond to of 27307

Re "strategic combinations", what about combining YHOO's content with a big existing, paying subscriber base to create a second AOL? ELNK comes to mind. Pros/Cons? Just a thought. Bob

To: Bill Fischofer who wrote (26135)	12/21/2000 10:51:32 PM
From: john	Read Replies (1) \| Respond to of 27307

Thanks for your comments. My concern is the expansion of YHOO's business. I don't see how it can expand purely with advertising. There is a need for a more tangible product or the use of it as a vehicle for one. I never thought of GE. YHOO, as a portal provides much more than AOL. It is too bad it can't head in that direction, but at this point the cost would be prohibitive. Beyond TCI, I question what value AT&T has got out of its Internet acquisition. I recently bought AOL, but the collapse of the market makes it difficult to assess the value of the purchase.