Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: HG who wrote (15903)	12/5/1998 8:59:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 27307

Happy_girl, snap.com was the most recent (and imo the last) new portal entry, heavily promoted by NBC. I had heard that they were gaining momentum for a while there but nothing recently. I would say that if Snap.com cant get mkt share, with the muscle of NBC behind them, then its unlikely there will be many new mainstream portal entrants, I mean if you cant make it with NBC behind you, well whats the point? The one notable exception is msfts portal. Michelle BTW real estate is finally levelling off in the bay area, and in some cases, declining. Amazing!

To: HG who wrote (15903)	12/5/1998 10:33:00 PM
From: Original Mad Dog	Read Replies (1) \| Respond to of 27307

There is one thing you've mentioned a couple times that I struggle to understand. You call the fight to capture eyeballs a zero sum game. What do you mean by that? Yes, there are only so many eyeballs in the world (and a few hundred more in the time I'm writing this, probably). But there are two layers of struggle -- getting them on the net instead of looking at other things, and getting them to your site if they're on the net. I don't see why that's a zero sum game; it seems like a game whose possibilities are nearly infinite. Help me out of my mental cage here, please. Thanks in advance, MAD DOG

To: HG who wrote (15903)	12/6/1998 4:11:00 AM
From: Dave Mansfield	Read Replies (1) \| 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?<< Happy Girl, if you truly believe the last question, how do you expect triple digit growth out to as far as the eye can see? And isn't that needed to justify P/E's in the 400 range. And even if the market is "saturated" right now but still yields growth in the triple digit area, does that not say that the market "is not saturated" right now? To be honest with you, I think we really don't need new portals to limit Yahoo's growth from here on out. There's enough out there as it is. As they get better (and they will) that alone will help stymie the growth that's needed to support these levels of pricing. Just "some" of the competition: netscape.com msn.com snap.com excite.com goto.com hotbot.com excite.com wherethehell.com altavista.com go.com All with price to viewer ratios less than Yahoo.