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Technology Stocks : Altaba Inc. (formerly Yahoo)
AABA 19.630.0%Nov 6 4:00 PM EST
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To: Bill Harmond who wrote (7964)3/7/1998 1:32:00 PM
From: TheBigB  Read Replies (1) of 27307
 
Other stats also show that the number of browsers per installation is growing to two per person quickly. Basically a lot of users have
both browsers.

The biggest fallacy in the report at www.ms.com is the
assumption that the top sites will get huge percentages of
ad spending.
The reality is that it makes it a lot easier to target
your audience by advertising in special interest
news groups. For instance at most of the finance related
sites, I always see loads of advertising and yet quote.yahoo.com
has only a small percentage (about 40 to 30%) of it's page views showing real adverts.

So quote.yahoo.com is competing seriously with
www.thestreet.com, www.siliconinvestor.com, investor.msn.com
www.bloomberg.com, wsj.com (in the future) with quote.cnet.com
(when that comes online), quicken.com, bigcharts.com
etc, etc
So - you can probably say that this is likely to
happen on each special interest.
Again : this is a lot more like direct mail where you
can target your audience depending on the content of
the site.
Then in order for YHOO to remain as the top site in
ad revenue, it will hav to be the top in all these
categories in order to command that 50% of Ad revenue that they
are getting.
Of course, even in that situation it will compete
headon with AOL & MSFT & NSCP to be the top destination
on the web.

I think that the odds are stacked against YHOO EVER having
$ Billion in revenue from ads alone.
hence it's forays into commerce.
My bet is that in the future YHOO may have to
transform itself into a commerce company.

In any case, it's difficut to argue that YHOO is
undervalued now. With the risks of slipping in so many
ways not being discounted into the stock price at all.

Sigh - But what do I know.
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