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

To: Dave Mansfield who wrote (21763)	5/16/1999 1:23:00 PM
From: Randy Ellingson	Read Replies (1) \| Respond to of 27307

But in my opinion the price of Yahoo contemplates the internet being a huge commercial success (not quite there yet) and Yahoo remaining at the top of the heap. Should there be any slips along the way (and there typically are in any business) the effects could be huge to Yahoo investors. More agreement from me on this. But I also think there's room for slip-ups of almost any reasonable magnitude. To say this, I look at AOL which has had continued incredible success in spite of highly questionable tech support and multiple PR debacles. The masses are remarkably accepting. Perhaps Yahoo's users are less forgiving. I also grant that there are more solid Yahoo-alternatives in place than AOL faced over the past few years. @Home changes things for AOL, as to a lesser extent does a somewhat better educated computer-user population. Randy

To: Dave Mansfield who wrote (21763)	5/16/1999 5:54:00 PM
From: Pruguy	Read Replies (1) \| Respond to of 27307

Hi all. I have been on this thread since the announcement of the Broadcast.com deal....That is what I am long and why I follow this thread......I'm not entirely sold on the portal investment concept,but I am not negative on it either..... I wanted to throw out an obsevation and I was hoping some folks would expand on it and express their views.... Since i discovered BCST and audio/video streaming on the web I have been one of its biggest fans....Up until resently I was using some bcst programming daily......In the past month or so, since bcst took money from msft to hype their product over realnetworks player, I have seen a remarkable deterioration in the programming quality of bcst......It has litterally been over 3 weeks since I saw anything on their I wanted to watch or listen to....... I am very biased in my desire to see rnwk succeed as the standard, or at the least, a widely accessable format for listening to web streaming....Bcst has eliminated much if not most of the content which is available on rnwk format.....An example. Bloomburg broadcasts in rnwk format....I clicked on to the sight through bcst to watch the show this morning and it wasn't offered in rnwk format, only msft...so I went directly to bloomburgs sight to watch it in rnwk format Do you Yahoo shareholders endorse the strategy of eliminating rnwk programming as an option for the msft cash....Clearly bcst is loosing end users this way, and there is the risk that they may ultimitly be overpaying for bcst, since they sold out to msft....... Do yahoo shareholders feel it is better to be a puppet of msft and have msft co-market the product or do you think yahoo would be better of as an independant and deliver content on the standard open architechture of the net.... I hope to hear responses from many of you on this silent event, which I think is very significant for the direction yahoo seems to have taken here.