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

To: Doug Fowler who wrote (26454)	3/7/2001 5:57:03 PM
From: ztect	Respond to of 27307

Yahoo, also had a large stock portfolio in other inets.... that TANKED............ Completely undermined their earnings...

To: Doug Fowler who wrote (26454)	3/7/2001 7:27:06 PM
From: geoffrey Wren	Read Replies (1) \| Respond to of 27307

About Yahoo advertising: I believe that Yahoo intentionally allows SPAM on their message boards. Investors probably open an extra 20% of pages that way. Seems like 20% more advertising. But really it just gets people mad, and more in the habit of ignoring advertising. And it diminishes the use of the resource, because people are tired of SPAM. Another problem, if you ever do hit the banner ads, it seems that 90% of the time you get passed to a site with animation, etc, that either crashes your system, does not load, or takes forever to load. Yahoo, should go ahead and charge $7/month for "premium service." It should buy Silicon Investor to get the software to better display new messages people are interested in. They could do it. I'll go back to lurking now. Yahoo at $7 or more would be a compelling buy for me. Not saying it will get there.

To: Doug Fowler who wrote (26454)	3/7/2001 10:37:01 PM
From: Rob S.	Read Replies (1) \| Respond to of 27307

Nice post. You hit the basic problem. The deep down fundamental problem is that the huge advertising media that grew up over the decades based on captive broadcast technologies has ben unsuccessful in molding the Internet into a similar broadcast media type mold. Advertising works when you have a captive audience as you do with TV, radio and to some extend published media but advertising is not as forceful when it is in the hands of a user directed media like the Internet. Ad click rates and site retention started plummeting two years ago - it has just taken a while for the advertising industry to be convinced. This is unlikely to turn around.

To: Doug Fowler who wrote (26454)	3/8/2001 4:49:38 PM
From: Joseph Pareti	Respond to of 27307

now (after 3+ years :-) we are talking. Howard Ward of Gabelli Fund at CNBC (praphrased by me) Q (Ron Insana): would you buy YHOO at 17 bucks A: (HW) :" no, i would rather sell it if i own it. In fact i never owned it (<my note> an ANALyst would have been rated as "uncool" as short as 18 months ago for admitting anything like this <end_of_my_note> ). I simply think that the internet advertising model doesn't work. There are dot-coms stocks that are now worth 10cents. I am not saying YHOO will necessarily be one of those, but for sure they don't get support from their revenues and profit model. " cool stuff no? LISTEN MARY MEEKER. Did they teach you the word PROFIT at your zilla-university? Now with the NAZ at 2100 everybody can hopefully see what an IMMENSE FOOL you are (that still managed $10M+ p.a. in f*g bonus). Never mind, i am sure that when todays clowns (see the clown-free zone for reference) are out of the picture, there will BE AN EVEN GREATER FOOL THAN MARY F*G MEEKER around the corner.