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To: HiSpeed who wrote (14938)11/3/1998 10:59:00 AM
From: Smart Investor  Read Replies (1) | Respond to of 27307
 
Pure wishful thinking ! MSFT has a unique product and control 90% percent of its market. YHOO definitely does not. Even MSFT has never been traded at the insane level compared with YHOO. Anybody buying YHOO at the current price will lose money for sure for the next couple of weeks to months.



To: HiSpeed who wrote (14938)11/3/1998 8:04:00 PM
From: Dave Mansfield  Read Replies (1) | Respond to of 27307
 
OK, High speed. I leave you with one word. The "C" word. Competition. Think of ease of entry into the various markets we mentioned as compared to entering the portal market. Think of product development, infrastructure, employment and think of how that plays into all of the above. "If" there's money to be made in the portal business (really hasn't happened yet has it?) look out for competition.

snap.com
lycos.com
excite.com
netscape.com

Just a sampling so far.