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

To: Vendit™ who wrote (21337)	4/10/1999 7:03:00 PM
From: Glenn D. Rudolph	Respond to of 27307

YHOO: BANCBOSTON RS increased estimate for quarter ending 12/99 from $0.10 to $0.11 on 04/08/99 YHOO: BEAR STEARNS decreased estimate for quarter ending 06/99 from $0.10 to $0.08 on 04/08/99 YHOO: BEAR STEARNS increased estimate for quarter ending 09/99 from $0.10 to $0.11 on 04/08/99 YHOO: BEAR STEARNS increased estimate for quarter ending 12/99 from $0.11 to $0.12 on 04/08/99 YHOO: FIRST UNION CAP decreased estimate for fiscal year ending 12/99 from $0.39 to $0.38 on 04/08/99 YHOO: FIRST UNION CAP decreased estimate for quarter ending 06/99 from $0.09 to $0.08 on 04/08/99 YHOO: FIRST UNION CAP increased estimate for quarter ending 09/99 from $0.10 to $0.11 on 04/08/99 YHOO: JEFFERIES & CO. decreased estimate for fiscal year ending 12/99 from $0.40 to $0.38 on 04/08/99 YHOO: PAINE WEBBER increased estimate for fiscal year ending 12/99 from $0.40 to $0.47 on 04/08/99 YHOO: PAINE WEBBER increased estimate for quarter ending 06/99 from $0.09 to $0.11 on 04/08/99 YHOO: PAINE WEBBER increased estimate for quarter ending 09/99 from $0.10 to $0.12 on 04/08/99 YHOO: PAINE WEBBER increased estimate for quarter ending 12/99 from $0.12 to $0.14 on 04/08/99 YHOO: SG COWEN SECUR. increased estimate for fiscal year ending 12/99 from $0.38 to $0.39 on 04/08/99 YHOO: US BANCORP PJ increased estimate for fiscal year ending 12/99 from $0.40 to $0.42 on 04/06/99 YHOO: US BANCORP PJ increased estimate for quarter ending 06/99 from $0.09 to $0.10 on 04/06/99 YHOO: VOLPE BROWN WHE decreased estimate for quarter ending 06/99 from $0.09 to $0.08 on 04/08/99 YHOO: VOLPE BROWN WHE increased estimate for fiscal year ending 12/99 from $0.37 to $0.39 on 04/08/99 YHOO: VOLPE BROWN WHE increased estimate for quarter ending 09/99 from $0.10 to $0.11 on 04/08/99 YHOO: VOLPE BROWN WHE increased estimate for quarter ending 12/99 from $0.11 to $0.13 on 04/08/99

To: Vendit™ who wrote (21337)	4/11/1999 3:53:00 AM
From: Dave Mansfield	Read Replies (4) \| Respond to of 27307

Interesting post Vendit. But not once did I hear any mention of the "C" word, competition. Remember, there are absolutely no barriers to entry in this field, none. What Yahoo has created can be duplicated (except perhaps for the name recognition) for far less than $500,000,000. This for a company with a market cap well in excess of $30B. Think about that, should Yahoo begin to seriously move in a direction of earnings to justify it's valuation, anybody can enter this market to cash in themselves, many with financial resources far superior to those available to Yahoo. Think about Snap.com (NBC/GE), Go.com (ABC/Disney), MSN.com (Microsoft). And with the names they have and the resources available, name recognition will be conquered. Do you think if it becomes apparent to these current competitors that there is a lot of money to be made via the internet (and there hasn't been much made to date other than the sale of over-priced stock) that they'll sit back and watch Yahoo rake in all the money? And what about competitors we don't know about? Remember, there are no barriers to entry. And don't think because Yahoo was the first one in big time that they can't be overtaken. Sony had the first and best technology in video recorders with their Beta format. Where is that now? 90% gross margins attracts competitors, believe me. I question if the 90% gross margins spoken of so many times are real or manufactured. Again, we'll all see soon enough.