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: White Shoes who wrote (1036)	7/24/1997 2:21:00 AM
From: Bill Harmond	of 27307

Geek, the market is buying Yahoo for its franchise value. The fact that operating earnings are coming in earlier than expected (probably this fourth quarter) is a plus. In the 70's and 80's the cable companies sold on franchise value. In the 90's AOL, and the likes of Yahoo and @Home are. AOL is alot like Yahoo, with the difference that Yahoo has a cleaner business model. No expensive backbone, no legions of billing clerks who never answer the phone, etc... Server and switching capacity isn't cheap, but Yahoo's infrastructure costs are minor compared to AOL's. As far as AOL and Yahoo selling eventually under 10, I think you're whistling in the dark on that one. These franchises are worth ALOT. Look what CUC, Amazon, etc., are paying the two of them for preferred placement.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next