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Strategies & Market Trends : Angels of Alchemy -- Ignore unavailable to you. Want to Upgrade?


To: If only I'd held who wrote (16648)10/10/2000 5:03:36 PM
From: Smart_Money  Respond to of 24256
 
Poor sapps buying into Yahoo. Trading under 86. If the numbers were so good it should break the days high of 88 3/4. Not gonna happen. LU warning nothing to me, everyone knew they were sunk.



To: If only I'd held who wrote (16648)10/10/2000 10:16:26 PM
From: Mike E.  Read Replies (1) | Respond to of 24256
 
What are YHOO's numbers going to look like without AMZN's ads? I ain't buying it. It'll have to fly without me. Valuations way too high for my blood.

Hi Greg. Just FYI. I have no position in YHOO.

...Decker said that Yahoo does not normally break down what industries its advertisers represent. This past quarter, however, she disclosed that pure-play Internet companies accounted for 40 percent of all ad spending, down from 47 percent in the previous quarter.

While the percent of ad spending from dot-coms declined, Decker said, Yahoo got a larger portion of ad money from non-Internet firms, including a number of large, established companies.


I am impressed that they have managed to reel in that much revenue from other than dotcoms.

Source: Message 14552619

Mike