SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Altaba Inc. (formerly Yahoo) -- Ignore unavailable to you. Want to Upgrade?


To: Bill Harmond who wrote (4834)12/22/1997 2:23:00 AM
From: StaggerLee  Read Replies (1) | Respond to of 27307
 
>>As far as Atari, Wang and others, I'll start buying that argument when Yahoo starts losing share like they did.

Fair enough. My thinking is, it's inevitable that market share will decline as competition intensifies (as it always has in every emerging industry since the beginning of time). YHOO is like the early 1980's when the first home computers were becoming available. Sure, you might be buying the next Compaq (though, at a much higher premium). But you might also be buying one of the 20 others that were way ahead of Compaq in 1982, with "insurmountable leads" (e.g., Commodore, Tandy, et al).