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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 227.35+0.3%Dec 19 9:30 AM EST

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To: Glenn D. Rudolph who wrote (120493)3/15/2001 5:11:29 PM
From: 10K a day  Read Replies (2) of 164684
 
, I truly believe Yahoo could do really well if they market their services correctly. Their services are better than AOL's or MSN's regarding the portal aspect. The problem is they are not marketing properly in my opinion to the right audience that is willing to pay>>>

It's funny you say that..(pardon my rambling)...If you asked me 3 years ago if Yahoo would have 1.1 billion in revenue...I would probably say...why...how can they do that...what do they have to sell....what picture do they have in my mind....it's not advertising,,,,it's not banking,,,it's not credit cards,,,it's not auctions,,,,it's not crazy message boards,,,it's not email or calandars or 60 million users......what picture do they give me,,,in my mind,,,and i would say...NO way...they don't have a specific picture...a specific overhead,,,there is no snapshot there....Just an underlying attitude...a cavalier attitude ...to me...Just an underlying attitude of doing things well...Moving ahead not out of fear...Just moving ahead...I like that...It's not the protective mindset of some other firms...It's different...It's fresh...It's strong...It comes from strength...IMO.

And i have never been a fan of Brand Extension..I've never thought that could work...I've always been a fan of cross cultural appeal.....and for that reason i've always thought YAHOO was something special.....i THINK Yahoo is about the closest thing to having a NON-specific internet Brand...that you can't put your finger on....You can't quite understand the appeal...but the appeal is there..It's weird to me (it's not a niche like ebay - IMO) .....The fact that they are still a pure play amazes me....the fact that they haven't sold out to some biGGER fish amazes me...the fact that they haven't tied themselves down with debt...Just amazes me....Have the insiders sold some stock...well duh. Of course they sold stock....Do any of them have to work another day in their lives...well duh...probably not....
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