Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bill Fortier who wrote (15242)	11/17/1998 10:52:00 AM
From: Alan Newman	Read Replies (1) \| Respond to of 27307

From Briefing.com (I agree): 10:26 ET Lehman On Portals: Firm says its portal concerns remain intact given recent run-up in the stocks over hype regarding Internet holiday sales; believes that portal competition continues to increase, with likes of deep-pocket players such as NBC, Microsoft and Disney entering the arena; competition will force portals to increase marketing spending, which will possibly impact margins; lastly, notes that in most competitive marketplaces only a handful of properties survive -- most cities have only one or two newspapers, there are only four broadcast networks, and two major weekly news magazines. "Thus we doubt that eight portals are necessary."