SI
SI
discoversearch

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


To: scott harrison who wrote (3688)12/5/1997 7:21:00 PM
From: Jim Ritter  Read Replies (1) | Respond to of 27307
 
One thing as a good shorter that concerns me is how easy it would be for Yahoo to post good numbers. Lets say you're this bank that owns 30% of Yahoo. Why don't they just buy 10 million dollars worth of internet advertising from Yahoo? Considering that their share of the stock is worth 900 million and good numbers would double the value of Yahoo stock, that would be considered a good investment for them. I know there's a lot of holes in that senario, but the point is how easy it would be for them to come up with the cash to post good numbers.

For the flip side though, nobody seems to be talking about the cost of content. In Hollywood, I'd guess the average movie costs 25 million to make. Or for the superbowl, the network has to pay big bucks for the right to show the game just so they can sell advertisements. When the analysts talk about the internet and Yahoo, they seem to imply that content doesn't cost anything and that they'll make millions from it.

I've got enough gas in my tanks to short Yahoo up to 80. I hope it doesn't come to that but I'd kick myself harder if I missed out on the crash.