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

To: Eric Klein who wrote (3089)	11/22/1997 7:01:00 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 27307

I'm a pilot, and I know the Trimble story quite well. There are plenty of companies that pioneered a promising industry or product, then ultimately ended up with arrows in their back. It's the universal dilemma facing emerging-growth stock investors. As Morgan Stanley's Mary Meeker elegantly phrased it, Internet commerce is in the land-grab phase. There is a frenetic dance playing out this year involving roll-outs and alliances that is permanently shaping the Internet landscape, and the leaders are getting stronger because they can negotiate the best terms. Fortunately for Yahoo, they have the brand, the circulation, the balance-sheet, and the cash-flow to pick and choose the best alliances, and accelerate their global roll-out. Unfortunately for Yahoo's competition Yahoo appears to be taking it. If one of the "big guys" has any ambition to compete in this space I think they would be well-advised to buy up one of Yahoo's current competitors and start moving very fast, because Yahoo is pulling away.