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

To: Conan who wrote (26452)	3/7/2001 5:48:27 PM
From: Doug Fowler	Read Replies (4) \| Respond to of 27307

This is NOT just a matter of a weak economy. This is PRIMARILY a matter of companies that WERE paying big bucks to advertise with Yahoo now realizing they were essentially throwing their money away. Banner ads are worth next to nothing, and the cost for them is approaching next to nothing. They have ALWAYS been worth next to nothing - the difference now is that Yahoo's former advertisers are finally figuring this out. Yahoo needs a new revenue model, and it amazes me that they have STILL not done some very obvious things that could contribute greatly to their revenue and to their bottom line. The most obvious thing they could do is adopt the GOTO model for paid search listing placement. Yahoo is still the most popular search engine and yet they are taking this "wimp" view that they cannot charge for placement, or they will lose their objectivity, and hence their relevance. Well, there really isn't any objectivity there to begin with. It is quite easy to argue that the more somebody is willing to pay for higher placement for a search term, the more likely their term is to be relevant to the search. The market is very good at getting this to balance. GOTO.COM just reported revenues of about $50M for their latest quarter,and it is ALL from paid search listings. Yahoo should EASILY be able to match this by setting up a similar system. Or, Yahoo should buy GOTO.COM (it is pretty cheap) and incorporate this into their search listings. A quick $50M addition to quarterly revenue is significant, especially considering that Yahoo is only generating $175M for their current quarter. Yahoo - wake up and stop giving away so much. Somebody who uses your site all day and never buys anything is ABSOLUTELY NOT a customer - they are a resource hog...

To: Conan who wrote (26452)	3/7/2001 5:56:26 PM
From: FR1	Read Replies (1) \| Respond to of 27307

"We are looking at break even levels of profitability..." That means zero profit this year. Y-Y revenue down 24% No visibility. Yahoo still a strong business with lots of cash. IMHO, If the CEO quits and does not give a reason why, it can only mean the board is firing him. They are pissed that he did not merge YHOO (or just do some major alliance) when they had the chance. Hire a new CEO to do the job. In the CC, they are also blaming (correctly) Greenspan. He destroyed the economy and now he is Nero - playing his violin while Rhome burns. Zero public confidence in the market means no sales budgets. Why would any business spend money trying to advertise to a public that does not want to buy? They are saying advertising is down everywhere - newspapers, TV, internet, etc. The reason is because there is no economic leadership in the US. Nobody has any visibility. The public is getting more terrified with every layoff, etc.