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


To: Jim Ritter who wrote (4593)12/16/1997 11:07:00 PM
From: chmaj  Read Replies (1) | Respond to of 27307
 
This a great observation. But unfortunately,
we will have to wait for quite a few years
before yhoo or amzn start making money,
and it is not pleasant to lose tons of money
year after year (if you are short).



To: Jim Ritter who wrote (4593)12/16/1997 11:38:00 PM
From: Bill Harmond  Respond to of 27307
 
I see what you're saying but I think Yahoo has too much momentum at this point. A competitor can only win against Yahoo with a better service and better distribution. The farther ahead Yahoo pulls, the harder that becomes. For instance, I think Tim Koogle said that there are 60,000 links back to Yahoo scattered throughout the Web already. Plus, as Yahoo builds, the e-commerce deals get sweeter and sweeter, allowing it to get stronger still.

E*Trade's competition can compete on price, and slow them up that way. Yahoo's service is free.

I imagine there could be a price war on the advertising front, because nobody is sold out...by a longshot...but the advertising seems to be worth the price, and the players would lose too much from their existing base by dumping.