Altaba Inc. (formerly Yahoo) Message Board

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Technology Stocks : Altaba Inc. (formerly Yahoo)

AABA 19.63

0.0%

Nov 6 4:00 PM EST

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To: Bill Harmond who wrote (2293)	10/31/1997 8:08:00 PM
From: Bill Wexler	Read Replies (3) of 27307

<<You need to watch these categorical statements like advertising rates are declining. There are alot of lurkers here.>> From the 10-Q: [The Company's revenues are derived principally from the sale of advertisements on short-term contracts. The Company's standard rates for advertising currently range from $0.02 per impression for general rotation to $0.08 per impression for highly targeted audiences and properties.] My understanding after talking to a few people who have dealt with Yahoo sales...terms for the contracts have become much more favorable recently (i.e. longer terms get *significantly* reduced costs per impression). I'm also concerend about advertiser saturation. How many people can you pack into those little banners? The only real avenues for growth are "directed" advertising and expanding presence through new services (such as 411). However, we still have the problem that there are nearly zero barriers to entry in this business. The comparison to network TV is completely off the mark. On network television you indeed have limited "real estate" and FCC regulation. ANYONE can start a website and sell advertising. By the way, if people are going to judge this company's growth by number of impressions per month, then I suggest gathering up the top 10 web porn providers into one company and then taking it public. If Yahoo can go for $2 billion, then this new company should go for TEN.

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