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

To: Randy Ellingson who wrote (15410)	11/23/1998 12:12:00 PM
From: Original Mad Dog	Read Replies (3) \| Respond to of 27307

Randy, Given that YHOO is valued at 4x/user more than AOL even though AOL's users are all different people (no pseudonyms) in possession of credit cards and YHOO's are not (lots of pseudonyms, some multiple, and no credit card needed), I am interested to know how YAHOO will overtake AOL in market cap. Do you predict it will be: 1. AOL's market cap declines 2. YHOO's per user premium increases 3. YHOO's user base expands dramatically more quickly Or something else? MAD DOG

To: Randy Ellingson who wrote (15410)	11/23/1998 7:00:00 PM
From: Dave Mansfield	Read Replies (2) \| Respond to of 27307

Yahoo overtake AOL's market cap? Possibly, but I believe the bubble will pop well before that. Also, just think of all the "real" companies Yahoo must pass up to achieve that goal. Think about it another way. Think about a company like Caterpillar. They actually make a product. They have billions in sales. Billions in assets. They earn over a billion a year. They have about the same market cap as Yahoo does right now. Do you think it makes sense for them to sell their company and buy Yahoo? Or to take a couple of hundred million of their petty cash to start their own portal for the chance to have another company with the potential of the $40B market cap you suggest? It's all about tulips and the end is looking near. If there's so much money to be made on the internet, why don't we all quit what we're doing and all become rich internet companies, or should I just say portals?