SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Olu Emuleomo who wrote (242)5/17/2000 12:59:00 PM
From: Bill Harmond  Respond to of 57684
 
I think the press is making too big a deal comparing Yahoo to AOL. Yahoo doesn't have the distribution issues AOL has.

Tim Koogle pointed out recently (and I'm sure he will again tomorrow) that Yahoo alone is 40% of the Internet traffic on Sprint PCS...without any compensation to Sprint.

I'd love to see them buy eBay, though. I think the combination would be superb.



To: Olu Emuleomo who wrote (242)5/17/2000 1:09:00 PM
From: Peter Church  Read Replies (1) | Respond to of 57684
 
>>>The numbers Yahoo is putting out now make it the new Microsoft.<<<

According to IR, the meeting tomorrow is a routine get together. It saves the company traveling to other conferences. There's no hint of a big announcement.

If MSFT had the PE of YHOO, their stock would be closer to 1000. I don't see how this new economy valuation can be sustained. Call me old fashioned and poor.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News