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

To: Bill Harmond who wrote (8023)	3/8/1998 6:37:00 PM
From: Zebra 365	Read Replies (1) \| Respond to of 27307

<<The most reasonable comparison I can imagine to Yahoo is AOL. Same industry, same business model since mid 1996>> I have to disagree there. AOL has it's primary business model of being an ISP with some content, it charges for the ISP dial-up service and throws in the rest of content to keep subscribers happy, (and turns the odd coin on advertising revenue) YHOO business model is to purely provide content at no fee to users, and sell those users' eyeballs to various marketing department purchasers. I think the models are totally unlike each other. I would say they can be compared to TCI (cable TV access charging for access) and NBC (content provider living off advertising revenues) Trouble is, "Seinfeld" is a production, hard to reproduce by a competing content provider. The content that YHOO presents is often created elsewhere and not at all difficult to mimic or produce. So the real question is not to say, "As goes AOL, so goes YHOO" the real question is, "can YHOO be imitated or stolen for less than a 3.2 billion dollar market cap?" "What does YHOO have that is proprietary or so unique that raises the barriers to market entry?" IMHO, not much. Zebra