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

To: jcky who wrote (26133)	12/17/2000 5:01:26 PM
From: blankmind	Respond to of 27307

JC - thanks for elaborating on why you "think" yahoo is toast - time will surely tell - good luck

To: jcky who wrote (26133)	12/20/2000 5:46:47 AM
From: Rick_Barry	Respond to of 27307

JC, I agree with you about their high fees for long term contracts. Their short terms are month to month, clients can cancel anytime. Go to Yahoo!Shopping to find out they have many short term contracts from $100 to $3000 a month. The number of customers can be counted easily. Notice that less ad banner on their Finance page as well. Besides, the paid subscription will not work. People don't want to pay for content unless they can not get it somewhere else. eg, the Street.com tried to make money for its useless articles during the boom time. The wealth effect used to help those dot.gone companies. Now consumers are spending less due to this tech crash. Yahoo is trying to charge $20 for mailbox, this does not work as well because people can sign up multiple email account for personal users. Corporate provides their own email accounts already. Yahoo bought Egroup few months ago. This was a bad idea. I was curious to sign up to check out Egroup but found out it's useless at a personal user level. Yahoo has been sending email to remind me to use Egroup. There is no reason to use an alias these days. I used to be a moderator in the old Unix day. Now, yahoo is back to where it came from, a collection of things (not quite a good search engine still). If Yahoo! meets expectations this quarter, I suspect the reason is that management were able to lock in higher fees with longer term contracts for their overpriced banner ads early in the dot com game. When these contracts expire, clients will have the upper hand in negotiating better rates with shorter terms. This will pressure Yahoo's profit margins in the future. No more easy money for the company. Those days are over.