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To: Frost Byte who wrote (8558)3/18/1998 7:34:00 PM
From: Bill Harmond  Respond to of 27307
 
Thanks, FB



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.



To: Frost Byte who wrote (8558)3/18/1998 7:50:00 PM
From: The Vinman  Read Replies (2) | Respond to of 27307
 
Goldman Sachs initiated coverage of YHOO with a neutral, Double Click is a $35 stock. They couldn't rate YHOO a buy or even an accumulate, it is an extremely overvalued stock at this point. Look for YHOO to test support at 60 in the near term.

Vinman



To: Frost Byte who wrote (8558)3/18/1998 8:39:00 PM
From: Oeconomicus  Read Replies (2) | Respond to of 27307
 
Frosty, DCLK bulls really shouldn't emulate the behavior of NETZ hypsters by wandering SI posting reports and news on DCLK. I'm sure that anyone following YHOO, AMZN and whatever other threads you've posted this on are well aware of DCLK. BTW, I think I was one of the first on the DCLK thread to try to chase away the NETZ nuts, so don't take this as knocking DCLK.

Good luck,
Bob