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

To: Original Mad Dog who wrote (17007)	1/5/1999 9:58:00 PM
From: Dave Mansfield	Read Replies (1) \| Respond to of 27307

Appreciate the comments Maddog. I agree the posts have become too numerous to go through them all and most of the time I am only checking responses to my posts. I don't want to be glued in front of my monitor all the time. I agree with your statement that the internet overall has improved our lives. It has put an incredible amount of information at our fingertips. But it has also been used to spread kiddie porn and from what I have read, has broken up a large number of marriages. But given my druthers, I hope it continues with as little government intervention as possible, except of course for blatantly illegal activities. And by the way, don't knock Fox too much, it did give us The X Files and The Simpsons. As far as the street corner I hang out on, you'll catch me at Four Farthings more likely than not, but not giving out $100 bills. Yeah, Yahoo currently earns a profit, but how much would they earn without that sweetheart deal with Softbank? And even if that arrangement continues, it will not grow sufficiently enough to satisfy Yahoo's current price. They need other business. You have some pretty aggressive growth targets for Yahoo. Five to ten times their current size by 2005. Wow! Possible? Maybe. But competition will make that difficult. AOL/Netscape, Snap/NBC, GO/ABC-Disney, Excite, Altavista, yada, yada, yada. The media partners these current competitors have are frightening. And the ease of entry into this business? Need I say more? Unlike television with limited airwaves and cable channels, anybody can get into this business with a relatively small investment. I fully expect that fact to drive down ad rates and margins. O at the very least, keep them from growing. But you are right. There may be other sources of income, but they will also be available to their competitors who will help drive revenues from whatever those sources down. We'll see Maddog. And I agree, even if they grow in revenues and earnings to the degree you think they may, it still doesn't support this price. But we're speaking of a mania here aren't we. I guess it doesn't matter. take care Dave

To: Original Mad Dog who wrote (17007)	1/6/1999 11:41:00 AM
From: HG	Respond to of 27307

MadDog, 100 point drop from where ? from 500 ? From 400 ? From 1000 ? ;) Welcome back. HG