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

To: Bill Harmond who wrote (3744)	12/6/1997 1:25:00 AM
From: Bill Wexler	Read Replies (2) \| Respond to of 27307

Of course, Microsoft was already in business for over 10 years and had established a monopoly on the desktop PC before they achieved Yahoo's current market cap (note that I keep pointing to proven track records vs. I sure hope that Yahoo grows fast enough someday to justify the 4 digit P/E I'm currently paying.) I won't even bother to compare revenue and earnings figures from that time. I think that Yang and Filo are nice guys and pretty clever; however, I think I can safely say that they have not stumbled onto a Microsoft. The business they are in relies solely on advertising. It is extremely competitive, very easy to enter, and it is still a tiny fraction of the total advertising picture. A "universal reference source" would be nice. However, I'm not sure if Yahoo will be delivering it. I think you are projecting pie-in-the-sky...which is fine...but such an undertaking would be enormous, and I'm not really sure that the internet is the optimal medium. It'll be interesting to see what develops in the next 5 to 10 years. In the meantime, I believe that paying $3 billion for Yahoo will result in disaster.

To: Bill Harmond who wrote (3744)	12/6/1997 9:18:00 AM
From: Craig Richards	Read Replies (2) \| Respond to of 27307

The world's Yellow Pages and classified ads. William, Why don't you think the Yellow Pages will be the world's yellow pages? They have even better brand recognition than Yahoo!, right? There are already a number of yellow pages online, but they don't provide URL's yet, as far as I know. But, IMO, it's only a matter of time before this changes. So if Joe/Jane consumer wants to buy something on line, will they think of Yahoo! or the Yellow Pages? Craig