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

To: TheBigB who wrote (8439)	3/15/1998 4:40:00 PM
From: Bill Harmond	Read Replies (3) \| Respond to of 27307

>>I'm surprised you are writing of Netscape and not crediting them with the ability to see what is plain to you and me : competing with Yahoo is vital for them to increase shareholder value! I'm not writing Netcenter off. I said I hope Netcenter prospers. I'm saying Netcenter is not a Yahoo-killer. No way. There's a big platform there for Netscenter to build upon but that's it. Yahoo has so much more. I don't think you have a handle on how big, and more importantly how broad, Yahoo has become. Yahoo has a four-year lead. There seems to be a recurring notion on this thread that by spending money and making a deal here and there Netscape, Microsoft or just about anyone else can clone another player of Yahoo's scale at will...no barriers to entry. Ain't that simple. I think CMGI would have done it by now. Yahoo is big and it's snowballing. Yahoo has taken the Internet directory space. Quote me. Throw it back at me later if I'm wrong. I think everything's over but the shouting. Look what the stocks are telling us now even while the Yahoo float doubled after a breathtaking run in 1997. BigB, you wrote an excellent post a while back about questioning one's investment position. I think you should take a hard look at what Yahoo has become here and around the world. I don't know whether Yahoo is going straight up from here. I'm half-heartedly hoping that Yahoo goes back to trendline support (currently around 55) for a while to take the heat off, but I think I'm dreaming like the cementheads. Funny thing. $55 probably wouldn't have been good enough for the shorts three weeks ago. Now they'd need an October-style decline.