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

To: LoLoLoLita who wrote (8818)	3/26/1998 2:30:00 PM
From: craig crawford	Read Replies (1) \| Respond to of 27307

<< ZITL and IOM had/have patents and copyrights--those "barriers to entry" that some of bears here mention sometimes >> Patents didn't stop SYQT and MMM from making competing products. Nice try. << and there was only one supplier (IOM), with no clones allowed >> Where have I heard that strategy before? Hmmm... AAPL. << Tell me craig, sorry if i'm slow, but if XCIT has a better portal site, and it's the same free price, why won't current YHOO users switch to XCIT? Is it because they love the brand name? >> I don't know, but maybe you can explain to me why I can count on my hands how many times I have used XCIT and I would have to use both hands and feet to count how many times I visit YHOO's site in 1 DAY. I don't want to buy #2. I want the best in the class and that's YHOO. << Why is yahoo a better brand name than excite? >> Better execution? You tell me.

To: LoLoLoLita who wrote (8818)	3/26/1998 7:55:00 PM
From: ItsAllCyclical	Read Replies (1) \| Respond to of 27307

As a short I like using yahoo. It ultimately cost them money. By not clicking on ads (I never would anyways) I'm lowering the effectiveness of the site while costing them money. If all the shorts would try to access the site at once maybe we could break it and put yahoo out of business. Kind of like flushing all the toilets at once, right? If only it were that easy.

To: LoLoLoLita who wrote (8818)	3/31/1998 8:05:00 AM
From: RDH	Respond to of 27307

Customer loyality is a rarity today. The consumer is smarter and will switch to a better or cheaper service a lot more quickly than in the past. I don't expect loyality for the YAHOO name, any nore than I expect loyality for long distance telephone service providers. It is very easy to put together a search engine. Yahoo's approach is relatively simple. The basic technology for a search engine is to launch a job (for example once a night) that scans Web content and creates an index. This is a simple task. As far as the bells and whistles of YHOO or XCIT or SEEK these are a little more involved sometimes, however much of this can be provided by other sites. I am just waiting for MSFT to decide that it is time to get a search engine going -- it makes total sense from a marketing standpoint for them to launch one. Also more important than customer loyality for a site is "what is the default search engine". Note that for WEBTV XCIT is the search engine of choice. Microsift explorer uses a "PICK OF THE DAY" approach. Today the search engine if Infoseek. Many users use multiple search engines or use a site that combines multiple search engines. Don't expect this area to be static. If YHOO can show a profit of 15 cents a share for any quarter in the next four, this is great, but it doesn't mean that YHOO will be a dominant player five years from now. I do not see YHOO as a long term investment. It is a momentum investment at present, however like most momentum investments, it will soar way past where it should be -- which means a great deal of risk to those that choose to hold. All it takes is an devastating announcement from MSFT to send YHOO to a fraction of its current price. - RDH.