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To: Glenn D. Rudolph who wrote (50885)	4/16/1999 3:27:00 PM
From: Greater Fool	Read Replies (1) \| Respond to of 164684

>>The number of new portals is accelerating ... and the rate of acceleration is still increasing," said Inktomi Chairman What's good for Inktomi (presumably, or they wouldn't have pointed it out) is mighty bad for Yahoo.

To: Glenn D. Rudolph who wrote (50885)	4/16/1999 3:29:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

Glenn, the history of onsale is an indication of the management's ability to react to the mkt etc. Every company needs to change directions from time to time but onsale has never quite gotten it right. Onsale was started by a guy (Kaplan?) who intended for it to be a software company that sold software enabling internet auctions of excess goods etc. Somewhere along the way they changed their strategy and became an auction site... but they missed with their business plan and decided to maintain inventory (instead of the ebay way which is much better from a biz perspective)... anyway they lost against ebay and decided to target business auctions. The point is the leadership there has been fuzzy as to the direction of the company from the start. I suspect they will continue to underperform.