And it actually could be a long time before MSFT hits a trillion (if it ever does).
The only way I see it not happening in the next couple years is if DOJ says MSFT must go to pieces. Even then, I think the parts will relatively quickly exceed the combined $1T market cap.
Yes, their sales growth is impressive - but where is the growth coming from? Advertising? Do you know? (I don't)
Yes, advertising as well as marketing agreements. I do not have specific numbers; I suspect any concealment by Yahoo of pertinent numbers is to thwart competitors from attacking their strengths.
It would be more interesting to know from how many users Yahoo is actually getting revenue (do you know?).
I don't know. I do know they have received revenue through my use, of course from advertising but also from my use of their travel service which I turned to once when expedia.com could not help me locate a hotel room. The services I commonly use at Yahoo include (1) quote.yahoo.com for financial info/news, (2)maps and driving directions, (3) People search for addresses and phone numbers, and (4) the Yellow Pages (very handy, and easy to switch locality). I really wonder who uses all the other stuff, and what else I'd find useful if it were only introduced to me. I love Yahoo Briefcase (briefcase.yahoo.com), except that they only allow 24 images per folder which for me is inconvenient.
And I'm certainly not about to buy stock in a company I don't believe in.
That's a great rule, and I wouldn't want anyone to break that for any reason. As for the high volatility, I'd point out that *some* of the best stock investments have had some serious mood (valuation) swings along the way. I can take anything the market will throw at me as long as I believe in the company.
Regards,
Randy |
