SI
SI
discoversearch

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 : Amazon.com, Inc. (AMZN)
AMZN 226.19-1.8%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: GST who wrote (137392)1/21/2002 5:37:27 PM
From: Glenn D. Rudolph  Read Replies (2) of 164684
 
GST,

Have you notice the pay for use additions to Yahoo? I am not taking a stand on valuation. I will say they added a lot of features. The larger mail box was 25MB. Now you can buy up to 100MB. The Yahoo drive feature that works on windows and many other similar operating systems(it does not work on Macs) provides a shared internet drive that may be shared anywhere in the world. That is also new. The application for access is beta but it works quite well. Again, they are selling extra space for this feature.

It is clear they are trying to add pay for use as an additional stream of revenue to advertising. These features are very nice for firms my size. I imagine much larger firms have high powered web servers that are shared.

The key here is how well received will these features be. Will mid and small sized firms pay for it? I suspect the storage they are selling does not cost them much so the margins are good in the event this sells well. Yhoo has made a lot of progress in this direction during the last four months.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext