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

To: Bill Harmond who wrote (7395)	2/16/1998 8:14:00 PM
From: Oeconomicus	Read Replies (1) \| Respond to of 27307

Have you seen the latest institutional-ownership stats for Yahoo? The recent discussion of institutional ownership was prompted by Fidelity's 13G filing. The ownership reported was, I believe, as of 12/31. If you read back over the thread, you will find much discussion of year end portfolio window dressing. Remember, the stock absorbed the short-selling first. Granted, short selling can soak up some of the demand, but you imply that short sellers have some ability to drive a stock down. How exactly do they do that? They can't really go around pounding on the bid; there'd never be an uptick. Yahoo is the biggest player. Yahoo has the largest franchise in Cyberspace. Yahoo has more users than anyone including AOL, and Yahoo is adding users faster than anyone. Netscape WAS the biggest player. Netscape HAD the largest franchise in cyberspace. Netscape HAD more users than anyone including MSFT - oops, they still do, but it hasn't helped the stock much. Amazing how many people will become "customers" when the product costs nothing. BTW, I "hit" Yahoo pages many times a day, but I rarely see a banner ad (I "update" the portfolio summary breakout window - opened by the "<<" on the full page - much more than anything else. They get to count me, but I don't see ads. Hmm.). Now it's not when but if. Microsoft doesn't have the latitude it had even weeks ago Do you really think MSFT is the only threat?

To: Bill Harmond who wrote (7395)	2/17/1998 1:58:00 AM
From: damniseedemons	Read Replies (4) \| Respond to of 27307

Gates made a costly mistake by zeroing out Netscape's market. Every Windows or Internet platform-related market they enter now will be scrutinized. You know Bill, I still think that's totally unfair to punish a company for being too successful. With the rumblings of a "vastly-extended" anti-trust suite about to be filed, that is what this is all boiling down to. It's funny, everyone ridicules and criticizes IBM for being too fat and slow for missing industry shifts and allowing other companies to take over the leadership role. Microsoft prides itself on staying nimble enough to remain king of the hill--but what everyone (the government, the tech industry, etc.) wants now is for Microsoft slow down as IBM did. Scrutinizing every move that Microsoft makes and passing laws which stop them from innovating and moving into young markets will force them to becoming IBM of the 90s. Microsoft still thinks and behaves like a small startup company--a corporate culture that should win them awards at their size. Any startup can do the things they do (like "product integration" and using their hard-earned franchise as a stepping-stone as well as fall-back). But once you get past a certain size, I guess, it all becomes illegal? I'm confused... Make no mistake, the DOJ is certainly "picking" on Microsoft by scrutinizing anything and everything they do. Too bad Microsoft can't file an antitrust suite against the government: "they run everything!" Yeah yeah, we've dedicated an entire thread to this, I know. But I still think Netscape got what they deserved: they picked a fight with a bully--even kicked him in the balls--and they got their butts kicked in return. And their other critical mistake was pretending to not care about the client/consumer markets; "duh, we're gonna be a server company!" Of course, I do have to fault Microsoft for not batting and eyelash before making so many enemies. It's to the point now where it's fashionable for governments (from state to foriegn governments) to investigate Microsoft. Where it's "cool" for techies to be anti-Microsoft. They've got a serious problem to deal with.

To: Bill Harmond who wrote (7395)	2/17/1998 12:01:00 PM
From: PeterGx	Read Replies (1) \| Respond to of 27307

<<Yahoo is the biggest player. Yahoo has the largest franchise in Cyberspace. Yahoo has more users than anyone including AOL, and Yahoo is adding users faster than anyone.>> * WOW * William, you usually appear to have a more-than-superficial grasp on the facts... What happened this time? I suggest you take off the pink goggles and take a few deep breaths of fresh air. :-) PS still enjoying your more temperate arguments. PeterGx.