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

To: Bill Harmond who wrote (4371)	12/13/1997 7:21:00 PM
From: Bill Wexler	Read Replies (1) \| 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.>> This is interesting. Yahoo is not only the first company in history to make free money, but now it is the first company in history that can increase prices on growing "inventory"....even though 80% of its existing "inventory" remains unsold.

To: Bill Harmond who wrote (4371)	12/13/1997 7:30:00 PM
From: Bill Wexler	Read Replies (1) \| Respond to of 27307

<<As each of those areas get more page views, that's new saleable ad space.>> No. It means that they can ask for higher rates for the more popular pages. Two problems: 1) Internet users tend to be a fickle lot, and there is no evidence that an audience is growing for Yahoo's content (with the exception of their quote server - and you know what my views on that phenomenon are). 2) Yahoo really doesn't have any content in the first place!!! They are a content pointer. This isn't like a magazine with staff writers or a broadcaster with some hit series or radio personality. The effectiveness of the internet as an advertising medium is still not well understood. even though spending on it has increased, it will be quite some time before we see big numbers pop out the other end...if ever.