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

To: Original Mad Dog who wrote (15929)	12/6/1998 8:54:00 PM
From: Slumdog	Read Replies (3) \| Respond to of 27307

Hello! This is my first post on any thread. I have been reading the recent posts and am compelled to participate. I am not an analyst by any stretch, nor do I claim to know all about the economy. Hell, I'm not even a very good speller. First, I recognize the tremendous contribution that computers and the internet have made and will make to society. My concerns relate to e-commerce. I believe consumers are still aprehensive about the on-line purchasing process, and it may take longer than is thought for it to be embraced whole-heartedly. I have not read many posts about the virtual pitfalls of on-line shopping: ie.fraud,damage and loss in shipping,returns, counterfeit trademarks etc. We are human beings, not cyborgs! Are we to assume by growth projections that shopping on-line will be the preferred option for the majority of consumers? Granted, buying something using a computer and the internet is an invaluable tool for the physically challenged, for those in remote locations, or to obtain something for which there is no local availability. However, we all know where the volume is(the BIG CITY). The idea of saving a couple of bucks on a book or a CD or a camera is not always the determining factor by which consumers make their choices. Some people choose to support their local economy instead of playing into the hands of some high flying, dot com, big box operation. Such small ticket consumer items are IMO impulse decisions. Should we surf dilligently and research carefully in order to carve out the best price for the latest (just an example) Garth Brooks double live album? Or, go to the nearest music store and pick it up so we can listen to it tonight? There are real benefits to "actual" shopping too! 1. The sensory thing: You know, touching, feeling, holding the goods. 2. Human interaction. 3. Fresh air. Regarding the Christmas season, I believe that on-line shopping will slow significantly well before Christmas. (Go ahead, try last minute shopping on the web.) On-line shopping appears to me to be a novelty. A high-tech, new fangled, gadgety version of catalogue shopping and mail order. (How different are they?) What does this have to do with YHOO? Growth and acceptance. It seems like the YHOO believers (those holding stock) are on their hands and knees with tweezers, trying to find some logical projections to substantiate share price and thus justify a precarious long position. IMO, it is hyper-optimistic to predict so many sucessive quarters with such stellar growth, while turning a blind eye to the twists, turns and pitfalls that are inevitable along the way. PS. Like the guru, I am short the stock.