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To: Original Mad Dog who wrote (18014)1/13/1999 7:09:00 PM
From: Dave Mansfield  Respond to of 27307
 
Another insightful post Maddog. Not much in the way of comment from me, but I will comment on this one statement:

>>Maybe it's true that big players are waiting until real profits are made before committing the necessary effort to compete with Yahoo.<<

They're already here Maddog:
GE/NBC: snap.com
ABC/Disney: go.com
Microsoft: msn.com
AOL/Netscape: netscape.com

All of which have a bit more resources available to them than Yahoo. Remember, all of Yahoo's wealth is tied up in their stock. Check out their balance sheet. Net worth, cash and such items are not all that large.

See ya Maddog

Dave