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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: Thomas C (Hijacked) who wrote (19447)1/30/1999 6:36:00 PM
From: memflyken2  Read Replies (1) of 27307
 
"The more and more I think about it, the more I realize that the economics of Yahoo's business are excellent, among the very best in the world. As long as Yahoo continues to develop the community strategy I think they will continue their dominance."

Don't mean to sound smart-assy, Thomas, but there is no way in the world anyone can describe the economics of YHOO's business as "excellent." Not when the basket in which they have put the major portion of their eggs in -- net advertising -- is so riddled with holes as to be for all practical purposes a sieve. I won't bore regulars, but there are abundant informational posts on this board -- informational, i.e. articles and commentary from other sources, not tired old bears like me -- that detail just what a disaster Net Advertising has been and continues to be...

To have excellent economic prospects, you have to have figured out how to make money. With the notable exception of having figured out how to push its market cap to $38 bil, YHOO hasn't remotely addressed that issue yet.
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