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

To: HG who wrote (15325)	11/20/1998 10:08:00 PM
From: Webfoot	Respond to of 27307

At the risk of stating the obvious, business runs on money. MSFT did not give away money (software) in its formation days, but when it did, it built a customer base with a "lock" on the customer, then started raising the prices (the OEM operating system license that computer mfrs. pay today are more than 5 times what they were paying 4 years ago). There is not much that Yahoo is doing to keep people from going elsewhere.... and on the Web, there are LOTS of "elsewheres". Like any other media company (TV, Radio, magazines), as long as the content is fresh, useful, and dynamic, people may come back and look again... but the daily/weekly/monthly content generation to drive ad revenues is not a direct revenue model like AOL, MSFT, CSCO, AMZN, or others. ...and ask any publisher just how fickle the public is in the constant quest for something new. Indirect media companies survive, but typically with lower multiples, and certainly not at PE's of over 400!