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

To: HG who wrote (15712)	12/1/1998 11:07:00 PM
From: Dave Mansfield	Read Replies (3) \| Respond to of 27307

>>If a company can be created for $100 million or less, ask yourself a simple question - WHY isn't it created today ? Why isn't any company even remotely competing against YHOO ? << I guess this is exactly my point. The reason others are not jumping into this is because the leader in the industry is making less than $0.50 per share. Why spend the money on a business which earns so little? You raise some good points in that Yahoo makes money in areas other than their ad banners, but it's still less than $0.50 per share on a $200 stock. >>But if the industry consolidates, as it will, YHOO will need to do so as well.<< Are we talking consolidation or integration again? If it's consolidation, Yahoo would have to be the acquirer as they are the leader. No big money to be made by Yahoo shareholders if they buy the other company. >>Did you know that Rolls Royce does not make any cars any more? Yet, how much does a "Rolls" sell for ? Why the premium if they are not manufactured by RR ? Its called brand power !<< I'm not sure how this relates to Yahoo, but the reason people pay so much for a Rolls is in great part because they are nice cars. If I put a RR shield on a Chevy, it would still be a Chevy and nobody would pay $100,000 for it. Whether RR subs out the work or does it itself is not important as long as the materials and workmanship are up to par. Dave