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

To: john defreitas who wrote (25520)	4/19/2000 3:44:00 PM
From: Sid Turtlman	Read Replies (1) \| Respond to of 27307

John: "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." Excuse me, but even in the infant days of radio and television the advertisers were all companies spending money that they made in their businesses, as opposed to temporary war chests that were handed to them by investors. The difference is that P&G not only has plenty of money, but it is in the black and will likely be that way for who knows how many decades to come. The DrKoop.com's of the world can give AOL and YHOO millions of dollars worth of advertising, but once they have spent the dough, they aren't going to have any more to spend, because their businesses are not profitable. To the extent that P&G feels it is getting its money's worth advertising with YHOO, and intends to spend more, YHOO's prospects are good. But advertising money from the dotcom's that don't make money will disappear when the war chests are empty.

To: john defreitas who wrote (25520)	4/19/2000 7:26:00 PM
From: john defreitas	Respond to of 27307

Yahoo! Japan announces pre tax profits for year ending March31 jumped 420% to 2.03billion yen as reported on TheStreet.Com

To: john defreitas who wrote (25520)	4/20/2000 1:38:00 AM
From: Doug Fowler	Read Replies (3) \| Respond to of 27307

In the end analysis, any investment of money that does not provide a positive return will eventually cease to be a source of investment. We have tried banner ads, and I know of many companies that have spent hundreds of thousands of dollars in sponsorships, banner ads, etc. And the best return I have personally seen or they have see is 10 cents on the dollar. Now, when you are trying to grow your revenues with no concern whatsoever for profitability, you will throw money away just to boost your stock price. Since that "way of thinking" seems to be out of vogue, the focus has to be on positive returns on investment. This is where YAHOO (and AOL) is extremely vulnerable, because they do NOT provide a positive return. 10 cents on the dollar, if you are lucky. Have you ever heard of anybody or ANY company that gets a positive return on its Internet banner ads??? This house of cards WILL come crashing down, and Yahoo and AOL will ultimately have to significantly lower their advertising rates (by a factor of at least 10)....