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

To: The_Guru_00 who wrote (19178)	1/27/1999 2:22:00 AM
From: HG	Read Replies (2) \| Respond to of 27307

Guru, I am amazed at people who choose to refute the inevitable. The numbers are especially astounding. Could it be, just could it be possible that people think it is very fashionable to bag YHOO. Kinda makes them feel like financial wizards. You know, if we profit from YHOO that's great, but lets not be seen buying YHOO, lets not admit buying YHOO, lets not "say" YHOO is profitable - coz thats not the done thing, thats not "in vogue", thats not trendy, thats not the fad, the fad dictates we should show this pig down, we should look intellectual, even though this stock has so consistently defied all laws of gravity, we HAVE to be right, we HAVE to fit those stupid traditional valuation models somewhere.....don't know where, but we have to, else we risk sounding uncertain, we risk the ire of the intellectuals..... With such negative sentiments around, I would wonder who buys YHOO ? And if no one buys YHOO, how come the price keeps going up ? Well - could it be that most finance pundits on this thread secretly do buy YHOO shares, they just wouldn't be caught dead admitting the fact.........its kinda like admitting someone actually prefers Madonna to the Three Tenors.... I wonder if you really want to short it Guru - especially when being long is so much more easier and rewarding.... And what is more sad, is the fact that due to the overwhelming bearish sentiments, very few longs really want to participate in any meaningful discussion like they used to.........so we have this thread where everyone agrees with everyone else that the stock is just about to crash, except that it never does.......and people still don't "get it"..... Pretty revealing insight into peer pressure and human psychology, wouldn't you say.... Just a thought from a long time YHOO long.... .

To: The_Guru_00 who wrote (19178)	1/27/1999 11:34:00 AM
From: memflyken2	Respond to of 27307

Sorry for the lag time, guru, but last night's post (9:21 pm) hit the nail on the head with authority! Could not have said it better myself, although I've tried... Why is it that so few True Believing Yahooligans "get it," i.e. that the web is an anti-monopolistic media, unlike tv networks, unlike daily newspapers in one-daily newspaper towns, or the 10-15 radio stations in any given medium-sized market? The point is that in those mediums, there are only so many "franchises" to go around, whereas on the Web the possibilities are virtually limitless. And without cornering a franchise, you can't make $$$ in a truly significant fashion. People are blinded by the MSFT example, IMO. MSFT though is a one-of-a-kind item; you HAVE to have one common operating system so everybody can communicate with each other. But once you get beyond the operating systems, there is no need and/or desire for a "one size fits all" approach. Yes, aol is strong, and has the next best shot at establishing long-term a MSFT kind of money-machine (after MSFT) simply because it's way out in front as a name-brand, but even aol could tumble in a hurry if they get greedy and push their user fees up and/or don't provide decent service... After that, however, IMO, there are no potential Web monopolies. The medium is just too damn FREE. The irony here: the very people who most bask in the total, unbridled freedom of the Web are the same ones paying big $$$ for stocks which can only match their current stock values by becoming MSFT-style monoliths. And folks, that just ain't gonna happen... Enjoy the ride while you can, everyone. I'll still do my gambling at the casinos down the road in Tunica, MS, thanks, though...

To: The_Guru_00 who wrote (19178)	1/27/1999 2:45:00 PM
From: trouthead	Read Replies (2) \| Respond to of 27307

"We realize that the internet is so awesome and efficient, that nobody (not Yahoo, not Amazon, not anyone) will be able to sustain a competitive advantage to generate profits to justify anything close to these valuations." How is this problem any different than in the real world? I can go to Eagle, or Home Depot, or Lowes. All of whom offer the same stuff. Everyone, whether they are on the net or not, has to create some kind of competitive edge. Service, price, location. Only location is partially eliminated on the net. I say partially because on which home page would you rather have your company highlighted, Teds Fish Market or AOL/YAHOO? The rules have not changes that much. What it sounds like you are saying is you don't think AMZN YHOO and the like are smart enough to compete and create a competitive advantage. It is a valid opinion, but it is still an opinion not a fact. Unless you have the ability to predict the future. Thanks, jb