<<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. >>
No, I was basing this on the most optimistic views of the number of users that will be on the internet.
<<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.>>
If Yahoo gets more impressions, (page views) they will make more money.
I don't think it likely that they will charge more for the rate of the impression, unless others in the industry do. Right now, their is more advertising space than advertisers. Keep in mind, a great deal of the web (the sites that Yahoo needs to link to) are ad supported too. Based on my research, as I pointed out before, the special interest sites charge more than Yahoo. For instance, The Motley Fool charges more to advertise on their site, than Yahoo does to advertise on their finance site.
<<really? so you are saying that AOL users simply have no desire whatsoever, to utilize any of YHOO's services:>>
That has been my observation. It is also backed up by AOL's numbers on how their users spend their time online.
AOL has things like chat, messaging, message boards built into its proprietary service. It is also a family service, and has a much larger female audience.
( The majority of Yahoo's audience is male) The female users now make up more than 50% of AOL users. For people with families, they dont want to use Yahoo due to the pornography, obscenities on the message boards, and the lack of control at the site. I realize you can buy software to filter out web sites, but with AOL a parent can limit a childs access to an AOL kids area. Look at the state of Yahoo's stock message boards. They are filled with spam and obscenities. Since you have to pay to use AOL, AOL is able to better control this. Yahoo has no control over this whatsoever.
<<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 :) >>
I am asking .... how will they make significant money. There are already 150 million people using the internet right now. How many people have to be on the net for Yahoo to make a billion in profits?
>>Yahoo doesn't make any money from its classified ads<<
<<ut 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)>>
But all of that exists right now.
<<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!!>>
Yes, they do know about these other places. Once you find a site you like, you bookmark it. The more you use the web, the less you need any directory. You simply go to the sites you like. Like a "Silicon Investor" etc.
hot100.com ranks breaks down sites. Other than the finance section, Yahoo is not the most popular in other areas. Ever notice that?
They are not ranked high in chat, games, jobs, shopping etc.
It appears that the majority of Yahoo's page views are from their finance site and stock quote site.
Every message on a stock board, is a page view, and every time someone updates their portfolio its a page view. It just doesn't appear that their other areas generate much traffic.
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