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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 (8040)3/9/1998 12:11:00 AM
From: TheBigB  Read Replies (1) of 27307
 
So William - assuming that AOL's Ad revenue and subscriber base is the correct analogy for YHOO - here is what I find.

AOL : 50% of the internet - stays there for a reasonably long time and are guaranteed to visit. Very difficult to switch
YHOO : Approx the same number of users, not guaranteed to visit and not forced to visit

AD Revenues Last quarter
AOL : $110 Million
YHOO : $25 Million

Market Cap :
AOL : 12 Billion $
YHOO : $4.5 Billion $

Now - you're telling me that the added flexiblity of having $2 Billion in revenues is hurting AOL to the point where it should be valued at $19 Billion and it isn't.

Remember - it's a lot easier to switch from YHOO than from AOL.

I think not.
YHOO is overvalued but that doesn't mean that it will come down of course.

BTW : Michael Collings : that post about ad spending was illuminating.
Even though Winter Olympics must have helped, I didn't see YHOO's site as being one ofthe big winter olypics destinations.
I wonder why this news article is not getting more attention.
Of course, the truth/expectation may be that big sites are not hurt and only small sites are hurt.

However, I have observed the oppositte. I have noticed an explosion of advertising on previously small sites and these ads are coming via matchlogic or doubleclick.

I agree with you - this is a blow off so that nervous longs can get out before next earnings. if next quarter's earnings are great - people will jump right back in.
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