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

To: Doug Fowler who wrote (25518)	4/18/2000 11:58:00 AM
From: Randy Ellingson	Respond to of 27307

Doug- Has anyone considered what will happen to Yahoo's revenues when the dot-coms that buy advertising from Yahoo run out of money and try to control costs? With Yahoo's awesome audience growth, I doubt their ad revenues are going to flounder any time soon. I suspect you'd agree that media is moving toward digital; there will be many new advertisers to fill spots of any disappearing .coms. Has anyone considered that banner advertising is a terrible investment? If you can get $1 in revenues for $10 spent on banner advertising, you are doing well. And what's the click-through on TV advertising? Yahoo looks cheap here to me. Randy

To: Doug Fowler who wrote (25518)	4/18/2000 9:35:00 PM
From: john defreitas	Read Replies (3) \| Respond to of 27307

doug, if i may respectfully find fault with your views. Advertising is a big issue and as we saw with AOL tonight its big money only to get bigger for the leaders which are AOL and YHOO. the internet is not a mature medium, far from it and YHOO is among the leaders. YHOO isn't just the USA, its a worldwide leader. i think the fear should be for investors in these freebie dot.com's who will expire and their shares become worthless. Look at the cancellation of AltaVista this week. they are losing millions and now can't even go public. Belive me i am not impressed as an investor in CMGI. I believe advertising will become ever more profitable for the likes of YHOO and AOL. Advertising lives and thrives on the leaders who can provide the most views and best returns. Much of what is expressed by you were once the views expressed many years ago when TV was beginning. Again, the same was said about radio when TV became the leader. one thing this past week did was put a halt to venture capital and public money filtering to the maybe and investing instead with the proven leaders. john