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

To: Dave Mansfield who wrote (15900)	12/5/1998 8:04:00 PM
From: HG	Read Replies (3) \| Respond to of 27307

Agree Dave, no conventional barriers to entry, but if you look beyond the obvious,do you think anybody would announce a new portal now ? And be as successful in the arena ? Isn't the market saturated enough? It is a zero sum game - this fight for eyes. And does your analysis lead you to believe that the eyes which YHOO commands right now, can be moved elsewhere, especially to a new portal (apart from AOL/MSFT) so easily ? It would have to be a very big effort IMO. Mgmt, however, does have to be on its toes. It needs to remain as dynamic as it has been so far. As far as the <<<taking into account the emergence of significant competition into this segment.>> is concerned, I guess the difference in your opinion and mine stems from the fact that you think I will remain long forever. That assumption is flawed. If I see serious competitors,I - and all the longs I hope - will revise my strategy according to the requirements of the time. And that may well be in the short direction. For now, as things go, I see more upside potential than there is downside potential. Time will tell. And hoo knows - I may be wrong !