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

To: Bill Harmond who wrote (3088)	11/22/1997 5:54:00 PM
From: Eric Klein	Read Replies (1) \| Respond to of 27307

>>So where's the competition? I haven't seen it yet...<< I think he said "If others find this business lucrative" then they can move in. So far the only lucrative thing about YHOO is the stock price. If big money can be made, then the big players will be attracted, and with few or no barriers to entry, they'll be fierce competitors. If the YHOO business model ever proves out then everybody and his brother will steal it. I used to work for a company which made GPS receivers, Trimble Navigation. One of their biggest markets was in the marine industry, primarily private yachts. After Trimble built the market, a bunch of low priced competition moved in. The Trimble management always said that people would pay more for the Trimble name. You know what? People couldn't care less for the name. Trimble went from being the market share leader to fourth or fifth in a year. The Marine Division is all but dead now.

To: Bill Harmond who wrote (3088)	11/22/1997 9:51:00 PM
From: William Minich	Respond to of 27307

>>Quite frankly, YHOO's business has no (little) entry cost which means anyone can easily enter. <So where's the competition? I haven't seen it yet. It's easy to say that competition is going to emerge from the "big guys" and wipe Yahoo out, but where are they? The fact is it's not easy to wipe Yahoo out. Yahoo has reached critical mass. No one is even catching up. Why do you think Microsoft selected Yahoo as the exclusive third-party search engine for MSN?> ----------------------------------------------------------------------------------------------- When real profitability begins to occur, then I believe you will see the competition, assuming the profitability is anything close to the anticipated earnings given the stocks price....