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

To: Randy Ellingson who wrote (25940)	10/13/2000 2:08:34 AM
From: Doug Fowler	Respond to of 27307

I do agree that Yahoo will be a strong survivor. I certainly use it every day and commend the management. The question is how much this is all eventually worth. I must admit Yahoo is getting me a little tempted right now. (Having lost so much recently, however, limits what I can buy and too many people are in the same boat, which will make a quick recovery in stock price very difficult.) I think that ONE area where Yahoo could make a significant enhancement to its revenues would be to adopt the GOTO model of paid search positioning. If GOTO can do in excess of $20MM a quarter, I have to imagine Yahoo could do at least 5 times that number, considering that close to half of all web searches are done through Yahoo. In addition, I happen to believe that paid search positioning actually returns better search results, especially when relevancy is enforced a la the GOTO model. It is a WIN-WIN-WIN proposition - Yahoo wins, the advertisers win, and the consumers win. (If necessary, Yahoo should just buy GOTO -- with the Net depression, it is only worth around 500MM right now.) I also think Yahoo should give serious consideration to buying eBay, and believe that each would complement the other greatly. --Doug