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

To: Bill Harmond who wrote (7055)	2/1/1998 10:21:00 PM
From: OtherChap	Read Replies (2) \| Respond to of 27307

>Search function is a small part of what Yahoo is about now, anyway. yes, their business and profits are indeed a small part of what the stock is about. A successfull restaurant in manhattan has more yearly profits than Yahoo. A large-circulation has larger profits in one issue than Yahoo has all year. yet somehow Yahoo is valued at nearly 3 billion dollars? give me a break. enjoy this ridiculous price while you can, keep telling yourself that these tulips really are worth what you're paying for them. i'll enjoy the ride down as a short, as I have from 68.

To: Bill Harmond who wrote (7055)	2/2/1998 11:13:00 AM
From: PeterGx	Read Replies (3) \| Respond to of 27307

<<The search-engine choices have been there for years, yet Yahoo keeps gaining on the competition. Search function is a small part of Yahoo is about now, anyway.>> William: I was merely pointing out one source of competition. Yahoo faces similar competitive "markets" in its other "services". What amazes me most is the fact that Yahoo! is NOT the best in any of its primary ares: it is NOT the best search engine, Yahoo Finance is certainly not the best financial site, it's travel service is far from being the best, Yahoo does not even come close in the news department, and neither are Yahoo!'s other services the best in their field... Yahoo!'s popularity and edge are due (IMHO) to a great extend on their superior DESIGN! In the HiTech industry's ultra-hyper state of inovation and development, superior design is a precarious edge, hardly a long term asset. Once again NSCP and it's excellent browser come to mind. In any case, Yahoo!'s design is easy to copy, but more importantly - new Web technologies and expanded bandwidth will make Yahoo!'s design edge obsolete quickly. In conclusion, Yahoo!'s competitive pressures will grow as fast as it's revenues and that ought to have a dampening effect on earnings growth