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

To: Peter Goss who wrote (3938)	12/9/1997 12:28:00 AM
From: Bill Harmond	Read Replies (2) \| Respond to of 27307

>>Do you have any company specific valuation measures that you find relevant or do you just think valuation is irrelevant because of your earlier "land grab analogy'? I think the closest parallel is America Online, a stock everyone wishes he had bought and held since late 1994, in spite of the fact it was losing money. America Online's shares increased because of franchise value. As I've said (many times) I think this is what's happening with Yahoo. Today's reach statistics for Yahoo from RelevantKnowledge are simply stunning...more than double AOL's unduplicated reach. The combination of targeting, linking and broad reach are compelling to advertisers. Assuming they are accurate, these reach figures guarantee Yahoo first consideration for every Internet advertising schedule or e-commerce deal. The business is then Yahoo's to lose.