Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Glenn D. Rudolph who wrote (120493)	3/15/2001 5:11:29 PM
From: 10K a day	Read Replies (2) \| Respond to of 164684

, I truly believe Yahoo could do really well if they market their services correctly. Their services are better than AOL's or MSN's regarding the portal aspect. The problem is they are not marketing properly in my opinion to the right audience that is willing to pay>>> It's funny you say that..(pardon my rambling)...If you asked me 3 years ago if Yahoo would have 1.1 billion in revenue...I would probably say...why...how can they do that...what do they have to sell....what picture do they have in my mind....it's not advertising,,,,it's not banking,,,it's not credit cards,,,it's not auctions,,,,it's not crazy message boards,,,it's not email or calandars or 60 million users......what picture do they give me,,,in my mind,,,and i would say...NO way...they don't have a specific picture...a specific overhead,,,there is no snapshot there....Just an underlying attitude...a cavalier attitude ...to me...Just an underlying attitude of doing things well...Moving ahead not out of fear...Just moving ahead...I like that...It's not the protective mindset of some other firms...It's different...It's fresh...It's strong...It comes from strength...IMO. And i have never been a fan of Brand Extension..I've never thought that could work...I've always been a fan of cross cultural appeal.....and for that reason i've always thought YAHOO was something special.....i THINK Yahoo is about the closest thing to having a NON-specific internet Brand...that you can't put your finger on....You can't quite understand the appeal...but the appeal is there..It's weird to me (it's not a niche like ebay - IMO) .....The fact that they are still a pure play amazes me....the fact that they haven't sold out to some biGGER fish amazes me...the fact that they haven't tied themselves down with debt...Just amazes me....Have the insiders sold some stock...well duh. Of course they sold stock....Do any of them have to work another day in their lives...well duh...probably not....

To: Glenn D. Rudolph who wrote (120493)	3/15/2001 7:07:13 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

>I can't recall who really was the first to bring Ebay to this thread. Glenn, I stand to be corrected. It was Robert Rose. >Bill has a lot of good picks Had, not has. Since the new millennium began all he's done is thrown interceptions. >It is clear that style is not for many of us. We all have different styles. Bills hype of his picks during the bubble made him very unique. >I also believe it is now too late for that. If it wasn't for the elephants still hanging in there, I'd have to agree with you. Elephants aren't dumb, there must be a reason they're still hanging around. >It seesm to be William's style to to play high risk/reward firms Yep, no disagreement from me on this one, and when you don't care about anyone but yourself, the risk is less dramatic. >So who do I see about the CEO job? <G> I grinned but in a way I am serious. The bay area office of Spencer Stuart is handling the Yhoo search. If you want the job just call them. Btw BnBn has been looking for a CEO for 13 months. It appears no one wants run a .com anymore.