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


To: H James Morris who wrote (10744)5/7/1998 11:28:00 AM
From: Smart Investor  Respond to of 27307
 
It is absurd to think that YHOO and AOL are fairly priced at the
current price. They have not made a cent so far, and there will be
more competition in the future. They are in a business with very
low entry barrier. Besides, COMPAQ will beef up the Alta Vista
after merging with DEC, which will be a strong competitor to YHOO.
The alliance of NSCP and XCIT will also pose strong competition to
YHOO. Therefore, my conclusion is YHOO's good time is over, just
like the brief euphoria of NSCP two years ago !