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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: jhg_in_kc who wrote (50593)	7/10/1998 11:35:00 AM
From: D.J.Smyth	Respond to of 176387

jhg, according to my favorite analyst your're correct regarding YHOO's long term potential (if it's any comfort). YHOO is not a flash in the pan according to him. is YHOO another Dell? he likes Dell, even though Dell may witness some short term weakness before rising beyond its recent high. if the market ever gets crazy and sells off YHOO, we'll buy back. looking for a re-entry right now on YHOO.

To: jhg_in_kc who wrote (50593)	7/10/1998 4:01:00 PM
From: Geoff Nunn	Read Replies (2) \| Respond to of 176387

jng, Can you tell us where you got the M. Dell quote? It doesn't sound right to me. It certainly doesn't sound like the M. Dell who was interviewed in Harvard B.R. last spring. Regarding Yahoo, even if we grant that management is as great as you say it is, that doesn't make Yahoo another Dell. The question that concerns the bears is barriers to entry. In the case of internet portals they appear to be non-existent. What's to keep other companies from entering the industry by the hundreds and going into competition with Yahoo? Unless Yahoo has some unique ability to provide e-mail, stock quotes, search-engine services, etc., it will soon face a boatload of competitors. It looks like a commodity market to me, one that may not take long to develop. Am I missing something here? Geoff