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: Bill Harmond who wrote (7484)	2/19/1998 2:44:00 AM
From: TheBigB	Read Replies (2) of 27307

Two things. SEC Filings from Sequoia & Softbank and AOL Vs YHOO 1. AOL fully understands that people surf the web and don't want to become members. But they have this terrific business model where you pay 5 bucks a month to get all the services that you get for free from YHOO. They will need to find a way to continue to charge for premium content. Or simply free up their premium subscribers, give away their content for free and depend on advertising. When internet advertising becomes remunerative enough they will do that. However, their current business model is very rewarding. And users will flock to AOL to be near their friends. They can thus be assured of regular cash flow and use that money to expand their content offerings and these users bring advertisers. This is such a lucrative model that YHOO wants it and has launced YHOO online ... 2. There were two 13Gs filed on 17th. One was Softbank's filing. The other was a filing by Sequoia. It looks like the various Sequoia entities and the partners have divested almost 40% their holdings in the past year. They are taking their profits - that's for sure. In any case the filings are on freeedgar.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next