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Technology Stocks : Altaba Inc. (formerly Yahoo) -- Ignore unavailable to you. Want to Upgrade?

To: Dave Mansfield who wrote (22790)	7/9/1999 6:41:00 PM
From: Moose	Read Replies (4) \| Respond to of 27307

Show me the profits. $.11 per share? Wow!! I think that's pretty amazing compared to .01 a year ago. Is this a MSFT? No, not yet;-) If I were to consider the recipe for a successful company, I would want the following ingredients: 1) A Great Product (measured by any of several standards - these could, and do, include everything from: Being "in", to tasting great, to making life easier, etc.) YHOO falls into the making life easier category and possibly extended into the "tastes great" one as well;-) 2) A Great Marketing Program: "Do you Yahoo!?" Yahoo is the best known brand name on the net. I suspect this is evidence of a great marketing program. 3) A Great Plan: Yahoo! wants to "be one of the most important global, comprehensive, branded Web networks in the years ahead" ~ 1998 annual report. Yahoo! is a media company - to be successful, it's a no-brainer to understand you need a brand, a loyal customer base, and an ever expanding product portfolio. This is where Yahoo! is focusing. 4) Good timing: Check. 5) Plus a few able bodies to make it happen: Read about the chief Yahoos. Closing comment: I believe Excite was "worth" the $6+ billion @Home paid when considering timing and cost to duplicate. It looks like Yahoo closed today worth about $32B. Can someone duplicate the product, brand name, and scale of Yahoo for cheaper? So far, not. Timing and branding are incredibly expensive to duplicate, not to mention surpass. If you were Yahoo! and had over $600M cash, what would you do that Yahoo! is not currently doing? It seems to me your complaint is that Koogle & Co mucked up the page view numbers. Let's say they did (I honestly don't know). The bottom line is that the company is still growing, from both organic and acquisition strategies. I think that's the whole idea: Growth.