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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: Smart Investor who wrote (15455)11/23/1998 7:36:00 PM
From: BradC  Read Replies (2) of 27307
 
<<generates revenues by selling advertising space>> Last I heard Yahoo! is an advertising Co. I have not heard of any other business model to generate revenue for them.

My question is how are they going to boost advertising revenue to justify current valuations. There is a real physical limit to the number of ad slots on their pages as well as a limit to what advertisers will be willing to pay for those slots. Even more limited is space around the hot pages such as the portfolio manager, and of course there will be increasing competition as one poster pointed out who prefers CBS Marketwatch.

I can understand a company like Amazon growing indefinitely. They sell a 'real' product that every single (literate) person in the entire world would want. Their only limitation will be competition.

But Yahoo! selling advertising? Someone please enlighten me, am I missing something? Is there some new secret revenue generating scheme they are going to pop up with?

Brad
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