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To: Bill Harmond who wrote (22913)	10/24/1998 11:04:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

In one year Yahoo has gone from break-even to Microsoft profitability while selling out less than 1/6 of its daily inventory. William, You are talking operating margins. Not profitability. Why is 5/6ths of Yahoo's inventory not sold? Glenn

To: Bill Harmond who wrote (22913)	10/24/1998 11:06:00 PM
From: llamaphlegm	Read Replies (1) \| Respond to of 164684

<<<<In one year Yahoo has gone from break-even to Microsoft profitability >>>> Yahoo is the next msft? William: You win. Nothing Otherchap could ever say, conspiracy theories etc. could even approach that last post for sheer rose colored lunacy. The most insane post contest is herebye and forever closed. I wish you luck -- you will need it.

To: Bill Harmond who wrote (22913)	10/24/1998 11:22:00 PM
From: Gary Walker	Read Replies (1) \| Respond to of 164684

Ease of entry will prevent yahoo from even getting close to Microsoft's level of performance.... Granted the margins are great right now. It doesn't surprise me that they are so profitable so fast. The capital investment is minimal and the customer base is willing to pay top dollar to avoid being left behind. Some ad revenue will certainly continue to shift to the internet, but I can't see the total spent to be much higher. Price competition is forcing companies to rethink their advertising budgets. As for e-commerce, that's an entire other story. Again, it's a competitive minefield out there. I just think there are too many astute people to let this market slip out of their fingers. Mouths of the "big money" has been watering ever since the margin picture became clear. Yahoo might have been better as a private company, so to avoid the profit disclosures. Microsoft waves their margins in everyone's face and says "so come catch us if you can." Nobody can, so their using the courts to slow big "M" down. AMZN is already facing the margin squeeze from the competition. What makes you think Yahoo will be insulated from this?? It's all about sustainable competitive advantages. I maintain that in Yahoo's case that their compeitive advantages are not sustainable and that the market has already exceeded the rational valuation of their current advantage. gw

To: Bill Harmond who wrote (22913)	10/25/1998 2:17:00 PM
From: damniseedemons	Read Replies (3) \| Respond to of 164684

Oh no, Bill, not that stupid tornado book again! I heard enough from Geoffrey Moore's BS book over at the Msft vs. Nscp thread... All those tornados and gorillas, and his personal version of [Geoffrey] Moore's Law which implicitly stated that Msft couldn't possible win, etc. Needless to say, that book isn't "the bible of Silicon Valley" anymore.