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To: blankmind who wrote (26144)12/20/2000 3:27:59 PM
From: blankmind  Read Replies (1) | Respond to of 27307
 
- news story today - Raging Bull, SI, & others are losing posters like crazy

- yet Yahoo's posters hit another record high

- another reason to believe that yahoo w/b left standing



To: blankmind who wrote (26144)12/20/2000 4:10:42 PM
From: SouthFloridaGuy  Read Replies (5) | Respond to of 27307
 
This is the same ridiclous analysis that allowed Yahoo to be valued more than CBS at one point.

Yahoo is a MEDIA/Entertainment company. If Yahoo were to trade at a level comparable to the most distinguished media company in history (Disney) than it would ultimately be trading at around 3x Sales.

In other words... $5/share.

I've heard the same thing you're saying on every thread I have lambasted. This is not new info for me.



To: blankmind who wrote (26144)12/20/2000 7:53:45 PM
From: Randy Ellingson  Respond to of 27307
 
- at some point, I think GM, Budweiser, & the others are going to pick up on this point

It is friggin' incredible that they have not. When I see my first Coke banner ad, I'll know they understand the value. Seeing nice banner ads, infrequently, is good branding IMO.



To: blankmind who wrote (26144)12/21/2000 12:27:13 PM
From: re3  Read Replies (1) | Respond to of 27307
 
many people totally 'tune out' the ads when logging in for their email. and many of these people are under 18 with no credit card to buy things...



To: blankmind who wrote (26144)12/22/2000 3:00:14 PM
From: GST  Read Replies (1) | Respond to of 27307
 
When I watch tv I watch the commercials -- when I am on the net and Yahoo, I ignore them completely. Yahoo does not reach me with ads -- and I use Yahoo alot. TV networks do reach me -- even if I now spend less time watching tv.



To: blankmind who wrote (26144)12/25/2000 12:33:20 PM
From: dean poets  Read Replies (1) | Respond to of 27307
 
There might be a 180 million people using the net everyday, but most don't use it for looking at advertising.

People use the net for various reasons. Some use it for games, some use it for research, and some use for communicating with others far away.

I don't know anybody who uses the net, and looks for advertising. The only kind of advertising that regularly catches my attention, is in my E-mail account. I always open my e-mail, and check out the message, otherwise, I never look at the banners on web pages.

Actually sometimes I notice half naked girls at the top of web pages on these advertising banners. Although I'm not sure some of these big multinational corporations are wanting to show naked women in order to attract attention.

There is one sector of the market most investors are overlooking. "The Precious metals sector" Gold is trading near 30 year lows. There are several mining companies out there today, trading at less than cash value. The sector has virtually been wiped out since the Bre-x fraud 4 years ago. The Gold mining sector could easily see a quick turn around. Instead of investors averaging down on their sinking high tech shares, they should consider buying into a bottomed out resource sector.

I believe there is a market capitalization of only about 60 billion world wide in Gold related investments. At the market top in March 2000, several high tech firms had daily trading volumes exceeding 60 billion.

Everybody has different investment styles, Some use momentum, some use value. Today's market conditions are not favorable for momentum players, unless you are momentum shorters. Small guys should be looking for value, and my definition of value isn't a high tech firm that is down 80%.

Dean
PS. Good luck in the upcoming year!