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To: Robert Rose who wrote (58862)	5/27/1999 2:28:00 PM
From: Mark Fowler	Respond to of 164685

cannot argue with your technical view. However, Yahoo does seem to be sliding back toward the mean re: its per-user valuation over time. They are doing a lot of things right of course, but so are competitors such as aol which has a much lower valuation by the same measure.<< Robert i cannot argue with that, however, Yhoo has been keeping in step with the IIX index. I think Yhoo will have some exciting initiatives going forward and i cannot forget the last qtr. report and it's usually a slower one... it's good that Yhoo bases for awhile.

To: Robert Rose who wrote (58862)	5/27/1999 2:35:00 PM
From: MSI	Read Replies (2) \| Respond to of 164685

Yahoo does seem to be sliding back toward the mean re: its per-user valuation over time. They are doing a lot of things right of course, but so are competitors That's the whole issue. Everyone can be a competitor. All the leaders will slide back to a reasonable information-utility value, unless they can create some defensible value-added. It's increasingly hard for the leaders to defend their position as technology becomes universal and dirt cheap. I'm looking for strategies favoring expertise and proprietary knowledge bases, not access and search tools. I.e, Yahoo's PIMs are the best but won't last as a competitive advantage more than another month or two.