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


To: 10K a day who wrote (26033)11/13/2000 11:11:30 AM
From: jcky  Read Replies (1) | Respond to of 27307
 
impristine,

Yahoo! will rise again from her ashes. The only question is at what valuation? A soft economic landing and she gets spanked. A hard economic landing and she gets whacked.

It doesn't take a rocket scientist to figure out that even the blue chip brick and mortar media companies are now beginning to see a slowdown in advertising revenues. Even if Yahoo! is able to make a smooth transition from a dot com advertising based revenue model into a traditional brick and mortar advertising based revenue model, it has become increasingly clear that a slowing economy will affect <all> advertising revenues.

Now do you understand why Yahoo! filed to sell one billion dollar worth of securities to raise money a couple of months ago despite their huge cash reserves? Decreasing advertising revenue rate growth combined with increasing operating expenses just do not make for a healthy combination. New economy or not.

It's funny how the internet analysts failed to warn investors that one of the first budgets to get slashed during an economic slowdown is in the department of advertising.

Regards,