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

To: HG who wrote (15580)	11/30/1998 2:42:00 PM
From: Dave Mansfield	Read Replies (1) \| Respond to of 27307

Happy Girl, sorry for the late response, but just got back from my ski trip to Breckenridge. Great weather, but not much snow, enough to have fun with though. But back to Yahoo. Interesting idea about Yahoo and Microsoft forming some type of alliance. You said the following: >>SweetPete has coined a phrase called virtual acquisition - a tightly knit business alliance. I believe this would alleviate a lot of pain which otherwise may be experienced by MSFT and YHOO. Drawing a parallel from history, its like the Allies and Axis forces during the WW-2.<< Haven't quite thought this one out yet, but I do have some thoughts. In such an alliance MSFT brings to the table it's massive influence in software and technology. It also brings to the table a very profitable organization with a great deal of cash and other assets. Yahoo brings a great name and brand recognition, but they do not dominate their market as does MSFT in general software and nothing like they do in operating systems. They also do not have the asset base or profitability of a MSFT. And don't forget that Microsoft already brings it's great name and brand recognition to the table. I guess my question here is, what does Microsoft get out of such an alliance? If any money is needed to be poured into such a deal it would obviously need to come from Microsoft. The only substantial asset Yahoo has is it's stock. The shouldn't further delete that should they? Unless the alliance was set up in such a way that the bulk of the benefits accrue to Microsoft, I see no reason they would go down that road. And if it were set up in such a way, why would Yahoo bother? I still think Microsoft's best interests are served by going it alone in this arena. The 900 pound Gorilla. I guess over the next couple of years we will see if such a merger or alliance arises. My guess is not. Dave