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.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: techanalyst1 who wrote (9954)	12/6/2001 11:16:35 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 57684

I don't consider a revenue number the basis. I think I'd base it more on the rate of adoption and renewal from mainstream advertisers and operating margins back into the high 30's. I have no doubt that Yahoo can scale to $140 billion market cap and more. We need to see the robust adoption. That's why investing in sales pros is so great. Money well spent. Nothing buzzes like the advertising business [which definitely is stabilizing in television, btw]. This will be fun to watch. I think Yahoo will take the long march here, perhaps not as steeply as 1997-99, but good momentum nonetheless. Yahoo is truly global, too, and has no equal there. There's nobody else. AOL has gone establishment media, and all the other portals like Excite, Lycos are history.