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

To: Bill Harmond who wrote (3086)	11/22/1997 4:23:00 PM
From: Rational	Read Replies (1) \| Respond to of 27307

William: Quite frankly, YHOO's business has no (little) entry cost which means anyone can easily enter. On electronic commerce, big players like IBM, Nescape have moved in. These giants know how to set up a shop quickly and efficiently. They will easily wipe out all the fututistic profit estimates for YHOO. If others find this business lucrative, they will move in hordes. Obviously YHOO has no brand-name comparable to that of Netscape or IBM. I find it very risky to go long on YHOO. This is my opinion, not an investment advice. IMO, a lot of these investment funds have bought YHOO at a time when e-commerce was new and thought YHOO would lead the way. As these investors are hanging on, the price keeps fluctuating around $50. The whole YHOO model will crack when projections in exponential growth in earnings do not materialize. It is a matter of time when one of the big shareholders breaks rank with the rest for the stock price to unravel, IMO. Sankar