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

To: Mark Myword who wrote (11083)	6/11/1998 10:18:00 PM
From: Bill Harmond	Respond to of 27307

>>There may be a few exceptions, but I doubt if there will be many. Right. Just invest in the exceptions.

To: Mark Myword who wrote (11083)	6/12/1998 12:17:00 AM
From: craig crawford	Read Replies (1) \| Respond to of 27307

<< Seriously , though , it should occur to those who take the time to think about it , that the very nature of the Web is really not that conducive to profit , as any new idea that is working can be so easily duplicated >> Ok, go ahead and duplicate it. Design a website than can handle 30 million users and over 100 million page hits per day, then get over 30 million unique users to come to your site and get back to me. << The medium is transparent , has very low barriers to entry , relatively speaking , and is user-controlled. There won't be any monopolies, no AT&T, no MSFT locking in a technology that everybody must use , as the medium keeps morphing , reinventing itself , etc. >> Does DELL have a monopoly on selling computers? Didn't stop it from rising 28,000%. Does KO have a monopoly on selling Cola? Is it really that hard for people to design razorblades better than G? What are the barriers to entry for razor blades? << Anybody with $100 and an html book can have a website ; any business with 20 to 30K to spend can have a slick , navigable , credit-card accepting site that does business 24 hrs a day >> Yeah, right. And how are you going to get 30 million people to come to your rinky dinky site? And how will it handle all the traffic? YHOO servers even get bogged down sometimes. Imagine how your $20K is going to support millions of people visiting your site, and who is going to trust buying something off your website? << Margins will be almost nil , and delivery infrastructure is presently very inadequate to handle the anticipated volumes of E-commerce >> Take a look at YHOO's margins over the last few quarters. Do you sense a trend? Net Profit Margin....1.1%....2.2%....4.5%....9.5%....10.3%....14.2%