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

To: StaggerLee who wrote (4369)	12/13/1997 7:15:00 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 27307

Yahoo is something like 20% sold out. There's room for more revenue with just their existing inventory, and that's growing besides. >>I have to believe the "prime" pages are already here As each of those areas get more page views, that's new saleable ad space. Plus Yahoo is expanding it's "footprint" on the web, with new sections on Travel, Sports, e-commerce, regional and international (local language) editions, email, directories, chat, etc.

To: StaggerLee who wrote (4369)	12/13/1997 7:16:00 PM
From: fut_trade	Respond to of 27307

staGGerlEE, thanks I'm glad someone else jumped in. <<Here's a legitimate question: Where is the growth to come from: More pages, or more ads per page, or higher revenues per ad?>> I can see more pages, but I have to believe the "prime" pages are already here, e.g., stock quotes page, search engine page, etc.>> I believe different industries will play a bigger role in online advertising when they realize it will boost their earnings. Software and computer companies began advertising for employment for quite some time, while many chemical companies still don't even have web pages yet. I believe we will see new players continue to invest in online advertising. E.g. the sports and automobile pages that Yahoo! just created reach out to a new group of customers. <<I can't reaLLy see more ads per page, without cheapening the product.>> This year alone I believe the number of featured brokers on Yahoo! quotes went from 1 or 2 to 4. <<Ad rates wiLL certainly go up, like aLL ad rates. But not by $100% per year, and certainly not enough to justify these valuations.>> Perhaps not, but I believe total revenues will grow in triple digits.