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

To: LoLoLoLita who wrote (8525)	3/18/1998 12:58:00 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 27307

>>increased competition that is now facing Yoohoo What increased competition? Yahoo's lead is growing. Coke has "increased competition" all the time, too. Whether it's Snapple, Starbucks, designer waters, whatever. What matters is sales, earnings, and market share. >>but some people here seem to be investing for the future, based on what they HOPE will happen in the future. And all the "investors" who extrapolate future long-term EPS from a year or two of Yoohoo?'s I can speak from myself. There's no hope with me. There's expectation. Yahoo is delivering the numbers, and is getting stronger competitively. Those are the only kinds of stocks to invest in. If you're building a sports team, you're willing to pay big bucks to young players who know how to score. You don't know what the future holds. They could get injured. They could choke. But you pay the bucks to build a team that you expect will win. I'm not extrapolating Yahoo's current earnings growth (which is nearly infinite) into the future. I'm looking at the the growth of the medium, the growing competitive strength of Yahoo's franchise, the appeal and value of targeted advertising (I'm lucky to have industry experience) and then putting my money in the path of progress without betting the ranch. Pretty simple really. I've started doing the same with DoubleClick, or as I'm beginning to think of it, "Yahoo II". >>and we have better push technology to get people the specific information they want when they need it, with a minimum of wasted space for garbage ads Sounds like email to me. Push hasn't taken off. >>which, BTW, advertisers will pay less for once they figure out it's a very expensive way to advertise. You should talk to advertisers. You're talking off the top of your head on this point.