Marion,
Excellent job of trashing Yahoo!! :)
Now:
>>It isn't mathematically possible for Yahoo to make a billion in profits<<
based on the assumption that their present level of registered viewers, page hits, ad revenues, etc. all will remain static at today's levels...I would agree.
But, realistically, these metrics along with commerce revenue will continue to grow exponentially. As page views are shown to increase, the number of eyeballs looking at ads increases. The premium YHOO can command for this "visibility" will therefore, ultimately increase.
(gasp) more revenue!!
>>Not to mention, that most people who use AOL have no use for Yahoo<<
really? so you are saying that AOL users simply have no desire whatsoever, to utilize any of YHOO's services:
Shopping - Yellow Pages - People Search - Maps - Travel Agent - Classifieds - Personals - Games - Chat
Email - Calendar - Pager - My Yahoo! - Today's News - Sports - Weather - TV - Stock Quotes - Yahoo! Shopping : Apparel, Books, CDs, Computers, Electronics, Games, Toys, Videos, more...
Featured Stores : International Male - Crabtree & Evelyn
Yahoo! Auctions - furbys, beanies...
Other Guides Autos - Computers - Employment - Local Events - Net Events - Message Boards
Movies - Real Estate - Small Business - Ski & Snow - Y! Internet Life - Yahooligans!
The AOL users have no use for any of that, huh? get real.
>>No one has shown how Yahoo will make significant money. I have yet to see that.<<
So, you feel that 200+% revenue growth (consistently) and INCREASING profit margins is NOT a sign of making money? You must have some stiff stock picking criteria :)
>>Yahoo doesn't make any money from its classified ads<<
But it brings in eyeballs. People looking to place ads on the web want to place their ads where the most eyeballs are (right now that is YHOO)
>>As for switching from Yahoo...I don't even understand why they need it to begin with. There is nothing at Yahoo that isn't done someplace else better.<<
Certainly debatable, but has the viewing public heard about or know about these other places? Of course not. They will continue to use the services they are most familiar with...right now the public uses YHOO. They have no reason to go any where else, the majority of them don't even know where else to go!! YHOO would certainly be missed...sorely!!
It is obvious you underestimate the revenue potential from the e-commerce model. It grew 32% in just one qtr, and that was over the summer! YHOO has partnered with AMZN, AT&T, CD NOW, and potentially others (revealed in this qtr's report). Obviously these companies faired well (as did YHOO) or they wouldn't have had to pay YHOO a dime!! The pre-lim holiday sales net-traffic is through the roof! you think YHOO isn't going to get a fat piece of that action!! |
