To: Frost Byte who wrote (8558 ) 3/18/1998 7:49:00 PM From: LoLoLoLita Respond to of 27307
bullish for DCLK! not so for YHOO. sure sign that an upstart can get a rapid toehold in a new and fast-changing market. YHOO was the first to set up a portal site, but XCIT and LCOS and SEEK are not going away any time soon, and their # of hits is nipping on YHOO's heels. Expect more of the same, and new entrants as well. anyway, i keep going back and forth comparing my.excite.com to my.yahoo.com and think that it's an easy piece of DD for ALL the potential YHOO longs and shorts here. XCIT has a better mousetrap, IMHO, and i find myself using my.yahoo.com less and less as i get more accustomed to my.excite.com. brand loyalty. my ass. if two products are free and one is a little better than the other, people will switch over to use the better one sooner or later. it's happening with the web browsers BTW. more and more people are going to IE 4 because it's a better product (for WIN 95) than Netscape 4. it happened to me. i hate MSFT with vengeance, but when Netscape 4.01 proved unable to access java sites without crashing, i downloaded IE 4 and found that it not only is more stable, but it has a lot of useful features that the NSCP product lacks. it's gonna take a while, but sooner or later Netscape Communicator will be completely erased from my hard drive. the same thing is happening right now my friends with the search engines, and web portals, and ad aggregators. Yoohoo? has the lead now, but not for long. all the people who buy the stock because it keeps going up are going to be surprised some day that they didn't see any warning signs to take those profits off the table. stocks go down faster than they go up. look at the charts for WDC and RMBS to see some recent examples of how a selloff can go once the mood turns bearish. there are usually lots of little sucker rallies to get people back in.