Duel You Yahoo!?
Yahoo! Price (11/30/99): $212 3/4

December 1, 1999

Did you find the Duel you were looking for? This week we take a look at the company behind the leading online search engine, Yahoo! <% if gsSubBrand = "aolsnapshot" then Response.Write("(Nasdaq: YHOO)") else Response.Write("(Nasdaq: YHOO)") end if %>.

Paul Larson (TMF Parlay) and Rick Munarriz (TMF Edible) are Dueling Fools. Paul thinks the search engine is just what an Internet investor is looking for, while Rick is heading to the lost and found.

After you've taken in the e-Duel and voted for the winner, check out our Duel Flashback segment to see how our Lucent <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE: LU)") else Response.Write("(NYSE: LU)") end if %> bout rang out.

You Get to Vote!

Once you've read the arguments and the rebuttals, it's your time to cast your vote. We'll tabulate results each week and revisit them from time to time to see whether you were right! As always, we invite you to join us in the Dueling Fools Message board to continue the duel.

[Any suggestions, comments, praise, or flames, please send them along to the Dueling Fools Team.]

The Bull...
A great brand name, the Web's second-most-visited site, an awesome operating model, a sparkling balance sheet, and profits that are on the verge of exploding: What's not to like about Yahoo!? I'm sure Rick will give us some ideas in a moment, but for now, allow me go over some of the things Yahoo! has going for it.
Continue »
The Bear...
Yahoo! runs a sweet, dynamic, high-margin business. I'd be a chump if I tried to enter into battle against this windmill on an operational basis. Can't do it. Not gonna do it. Sorry, Sancho. But on a valuation basis, even the slightest breeze becomes a destructive tornado.
Continue »


Bull Argument »

 This Week's Duel

  • Introduction
  • Bull's Argument
  • Bear's Argument
  • Bull's Rebuttal
  • Bear's Rebuttal
  • Vote Results
  • Flashback: Lucent

     Related Links

  • Yahoo! Message Board
  • Yahoo! Snapshot