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

To: Mongo Slade who wrote (12442)	7/9/1998 1:57:00 PM
From: UFGator93	Respond to of 27307

If you don't want to short YHOO because of the following it has, you might try INKT. It's linked to YHOO and has soared in a parallel fashion. It's probably going to see a bit less resistance than YHOO. That's my opinion but I am shorting it so I'm biased. Damon

To: Mongo Slade who wrote (12442)	7/9/1998 2:00:00 PM
From: ratan lal	Read Replies (1) \| Respond to of 27307

The scenario we are in now with cable TV seems to me to fit the Internet better than the model of the golden age of TV. WRONG. With cable you need to lay it, get agreements with content suppliers, manage it and on and on.... With Internet, you could be in Kalamazoo with your server and software (well you can even use someone else's server). What you need is marketing and hype. And you are there.

To: Mongo Slade who wrote (12442)	7/9/1998 3:15:00 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 27307

>>The latest thinking is that YHOO will become one of a handful of dominant portal sites on the web. Yes, and I think it's correct. >>compare the web to the emergence of TV I think your point that technology limited the competition in TV is absolutely true, but the barriers to entry in the portal business are astonishingly high now, higher than most appreciate, and the time it would take to assemble the global resources and alliances to compete effectively has run out. Microsoft and Netscape have a chance because of their platform advantages, but that's about it. I think the balance of your arguments are pretty-much subjective, and there is no arguing with taste. The free email is a big deal though. We will all be using web-based mail sooner or later from public terminals, not just our own PC's.