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

To: Jack T. Pearson who wrote (16096)	12/19/1998 3:16:00 AM
From: Dave Mansfield	Read Replies (1) \| Respond to of 27307

>>The key to whether YAHOO! and Amazon prosper is whether they can provide services and prices that are superior to their competitors' services and prices, the extent to which they get market share, and the degree to which barriers to entry appear in their domains.<< The problem with the above statement Jack is that Yahoo really doesn't make any money by providing quality services and prices to their clients. How much do you pay to use Yahoo. Personally I pay nothing. Unlike your comparison to Microsoft who I pay plenty of money to as I use their software. For the most part, it's all about advertising. And growth in that arena is already beginning to slow significantly. For Yahoo, thank God for the Softbank arrangement, otherwise growth in advertising would even be less. And as far as competition is concerned. Please share with us Microsoft's competitors in the areas of operating systems, word processors, spreadsheets, data bases software and presentation software. And how much do their competitors combined control in these arenas? Here's a sampling of Yahoo's competitors: snap.com theglobe.com msn.com excite.com lycos.com altavista.com hotbot.com go.com 800go.com wherethehell.com And how much do you believe NBC/GE, Disney, Microsoft will be spending over the next several years to improve their services? Do you think they have the assets to keep up with Yahoo?