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 : Altaba Inc. (formerly Yahoo)
AABA 19.630.0%Nov 6 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bill Harmond who wrote (4000)12/9/1997 6:06:00 PM
From: Bill Wexler  Read Replies (1) of 27307
 
<<AOL has 10 million subscribers. Yahoo has 17 million users.>>

And therein lies the problem:

1) AOL has 10 million PAYING subscribers generating a nine-figure revenue stream and a captive audience for targeted marketing campaigns. Furthermore, their subscriber figures are (reasonably) reliable.

2) Yahoo has 17 million NON-PAYING users. The number of users, IMO, is not being reliably measured (granted...it may even be higher. Yahoo's advertising revenues are still dismally small and in order to grow them Yahoo will need to "grab" more internet land by providing more services to provide space for those little banner ads....increasing costs dramatically because I can guarantee you that those newsfeeds and content doesn't come for free. BTW, the competition also isn't standing still and I'm getting the impression that inventory (in terms of advertising space) is growing at a much faster rate than demand. More and more web sites are coming on line, and nearly every major site now sells advertising space.

Yet you will now pay about 35% of AOL's market cap for Yahoo.

Just a short time ago, AOL was trading in the 20's, making it less expensive than the current Yahoo.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News