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

To: 10K a day who wrote (26386)	2/2/2001 11:01:27 AM
From: Robert Douglas	Read Replies (1) \| Respond to of 27307

Did they say they were 'getting away from advertising model?' I think that they have to. Don't you? The revenue growth for 2001 is coming in at less than 10%. If they don't start growing that top line, how can you justify a $20 billion market cap and just over $1 billion in revenue? Their announcement that they will launch premium services indicates to me that the advertising business has become slow growth at best and negative growth at worst. We are no longer in an era where billions of dollars of internet startup money will flow to advertising on the faint hope that it will result in riches. Those days are gone. It was my contention that premium services were incompatible with advertising. If I pay for something, I hardly want to be bombarded with banners while I use the service. But even if they try and implement both strategies at the same time, I just can't get to value numbers the market is putting on this stock. Maybe at $10, but not at $35.