Ok. Let's discuss Yahoo. I could add to my position if we believe it will go to 30. My addition would not be a large enough purchase to move the stock to 30;-)
I can provide soome observations. For some time last year, there will very few enterprise firms advertising on Yahoo compared to a year earlier. During the last month or so, there has been a lot of names added. Some examples are American Express, General Motors, Compaq, Dell, many of the Federated Department stores franchises, some Pharmaceutical firms (I could never spell that name), Allstate, On-line brokerages, Pepsi, Coke, Yahoo themselves for their pay to use services, etc.
I do not know if the price for these advertisements have increased, dropped, or stayed the same. I know there are a lot more dual channel sellers on the Yhaoo shopping section and Yahoo receives a monthly fee and a percentage.
Last observation is Yahoo mail use is up or they reduced the amount of serving power. Right around Christmas the Yahoo mail was delayed by an hour or two at times. Page views were relatively slow, the shopping site dragged a bit so did Amazon's for that matter, etc.
So how does one gleen investing decisions from the above? |
