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

To: Bill Harmond who wrote (2367)	11/4/1997 1:10:00 AM
From: Bill Wexler	Read Replies (4) \| Respond to of 27307

<< Yahoo had 6 million page views per day per the 10Q, so Yahoo's page views are up over 8-fold in the last 18 months.>> If only we could say the same for operating earnings. I find it amusing that you keep pointing to the growth in "page views". A metric which is unverifiable...and IMO can never be accurately measured since it is impossible to tell if the page has been "hit" by a person or something else - such as a web "spider". I think a very meaningful metric would be ad clicks. note how those are never mentioned in the same breath as the page views number. Ultimately, the thing that is going to make or break Yahoo is ad effectiveness, i.e. does an advertising campaign in Yahoo lead to increased sales for the advertiser. So far, the jury is out. I think instead of trusting hyped press release from Yahoo about their page view numbers, I'll study what the industry trends are in periodicals such as AdWeek. I'm betting that the reality doesn't even begin to approach the hype. but then again, isn't that always the case with these grotesquely overpriced story stocks?