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

To: ptanner who wrote (26451)	3/7/2001 5:28:52 PM
From: Conan	Read Replies (2) \| Respond to of 27307

What really talented CEO candidate would want to join this company with Koogle hanging on as Chairman? This is a joke. Either they are telling Koogle that they will keep him as chairman to soften the blow OR they are idiots and think that they can find a better CEO willing to work for Koogle (hint: NOT LIKELY). The bloom is off the rose here in Yahoo-land. I take consolation in the fact that more broken egos are being added to the pyre in Silicon Valley. Conan

To: ptanner who wrote (26451)	3/7/2001 5:59:42 PM
From: Bill Fischofer	Read Replies (2) \| Respond to of 27307

Re: Priced in When asking whether something has been "priced into" a stock its important to distinguish between "events" and "shifts". An event is a temporary setback, a shift is something deeper. The concern that many have had for some time is that the problem isn't that we're seeing a "temporary slowdown" in Internet advertising but rather that there has been a shift in thinking among ad buyers about the role of advertising in the information age. The message of the markets over the past year is: If your business model is based on advertising revenue it's time to rethink your business model. The Internet is once again leading in this area but the shift is not limited to the net. The NY Times has warned that it's seeing ad slowdowns and TV networks are seeing the same thing. The Internet is fundamentally shifting the power dynamics between consumers and producers. Producers can no longer force-feed unwanted advertising to consumers and this shift is highly disruptive to traditional media business models. Quite simply, if YHOO can't make net advertising work, nobody can (Implication: where YHOO goes AOL will follow). The only good news I see here is that YHOO will probably be the first to face reality and find a way to make a subscription model work. More hidebound media companies will continue in denial until it's too late and the ad implosion sweeps them away. The real question is how long will this transition take?