Altaba Inc. (formerly Yahoo) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Altaba Inc. (formerly Yahoo)

AABA 19.63

0.0%

Nov 6 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: blankmind who wrote (26122)	12/15/2000 9:31:19 AM
From: jcky	Read Replies (1) of 27307

blankman, Yahoo's business is not recession proof. The precipitous drop of Yahoo's equity price should attest to that fact. Advertising budgets are usually one of the first departments to get cut when the going gets tough, except for perhaps the bluest of the blue chip brick and mortar companies. Ask yourself this question: how many dot com Superbowl commercials will we see this year? Since approximately 90% of Yahoo's revenue are still based on advertising, this is a legitimate reason of concern. Koogle first gave guidance of 40% revenue growth for the fiscal next year. Management later lower guidance to 30%. How will management see growth after this quarter's conference call? If PC sales in the world is slowing dramatically, this does not bode well for most dot com companies. This implies fewer new eyeballs will be accessing the world wide web. Regards,

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next