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

To: Original Mad Dog who wrote (15782)	12/2/1998 2:20:00 PM
From: HG	Read Replies (1) \| Respond to of 27307

MadDog, Re the analogy between newspaper and portal - point well taken. Portals do not have as prohibitive a cost of entry as do newspapers. But the competition for eyeballs is just the same. There are few eyes - and its a zero sum game. Re: expanding bases - well I believe we catch them quite young now-a-days. So we're not only talking about how many adults will find the net useful, we are also adding the children of the present. As children help in establishing brand loyalty as new customers, they will be influenced to a certain extent. To some degree I agree with you that internet-a-holics have no brand loyalty yet, and that's where YHOO has to work overtime. The spin off services - maps, restaurants etc - are an effort in that direction. I normally wouldn't bother to talk about India as people wouldn't understand...but I'm glad you understand India as it makes my explanation that much easier. Do you agree that Asia is an untapped gold mine ? With PC prices becoming more affordable, India's middle class is buying home computers. Imagine the potential for expansion in such a country. There currently exists virtually no service, even in its fragmented form, which can provide road maps, restaurant guide, auctions - you name it. Agreed there are low barriers to entry, and high tech resources are cheaper, what India lacks big time is the ability to initiate and bring it all together. Do you see the advantage YHOO would have if it decided to move east ? I do agree with your thinking re: the media interest in portals, and that is why I believe consolidations are in order. MSFT with its WebTV was my candidate of choice (you chose to rule it out !). I don't think portals will remain as they are today - they will eventually merge with the media, CNN took the first step in merging newspapers. I agree with your line of thinking, however, my interests as an investor are better protected in YHOO than in any other portal. Mergers, acquisitions - whatever - with YHOO is going to be much more beneficial to YHOO investors than others. And that is what this is all about. BTW - I read your note(s) on YHOO bb today. You DID NOT buy ? Not even 1 share ? We were just $32 off your target - what're you doing around this board convincing others ? SAD SAD SAD ! More later.