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: Brooks Jackson who wrote (8587)	3/19/1998 1:09:00 PM
From: Oeconomicus	Read Replies (2) of 27307

Of course, WH will vehemently disagree, but I don't think you are missing a thing if you find Harmon's reasoning -well- unreasoned. He does raise a relative valuation issue though. Ignoring the fact that he is understating Yahoo's market value, he shows them at more than twice the average per user value of the group. He also shows Yahoo at almost five times his own estimate of what a "user" (as opposed to a direct revenue producing "customer") should be worth. But, how he could reason that a paying "customer", buying CDs being the example he gives, is worth ten times revenue in any business is beyond my non-visionary mind. If I buy $200 worth of CDs or books a year, I am worth $2000 to shareholders even though my purchases probably contribute $10 or $15 to the bottom line? 133-200 times earnings? I think not. But then, he's the one who gets paid to come up with this "content". Bob

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next