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

To: Bill Harmond who wrote (8669)	3/22/1998 9:09:00 PM
From: pack	Read Replies (1) \| Respond to of 27307

Just noticed that YHOO's accounts payable has gone up 20% faster than sales. Also accounts receivable is going up faster than sales as well. Does this mean they are having trouble collecting their money and paying their bills? Of course one explanation is that they are just a fast growing company. Still, it is disturbing that they had 11 million that was uncollected on revenue of just 25 million for the Dec 97 quarter.

To: Bill Harmond who wrote (8669)	3/23/1998 1:19:00 PM
From: LoLoLoLita	Respond to of 27307

>>AOL has more cash than debt. and more liabilities than cash. William, my point was that MSFT has SO MUCH free cash compared to any of the other players that they could afford to (if they want) to just bulk up on the content of their existing site(s) to attract more viewers, beating out the current dominant portal sites by offering more, and keeping the same free price. i agree that their problems with DOJ would probably prevent them from attempting an outright acquisition of SEEK or LCOS, but DOJ is much less likely to interfere in co-branding types of marketing partnerships such as the recent "YHOO-MCI" internet on which phbolton posted a question here, asking why isn't MCI mentioned on the signup page. i'll say it more clearly. MSFT dos not have to ACQUIRE any YHOO competitors; they can partner with them. And they can go shopping to buy new content for their site(s) from independent providers, e.g. real-time-stock quotes, Dow Jones News Service, and more newsfeeds like what they announced with UPI. as long as they avoid the word takeover, it will be below the DOJ/FTC radar screen. but then again. this all all PURE SPECULATION! trying to pick out the major threat to YHOO's current lead over the rest of the pack. it's entirely possible that MSFT has decided there is not enough money to be made in this (net ad) business to justify the investment needed to obtain dominance. then, i'd say that YHOO's threat is just competition (maybe offering better content AND lower ad prices-- the old-fashioned way to compete) with the existing portals and search engines, and all the specialized sites, none of which seem ready to just dry up and blow away. David