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Strategies & Market Trends : Roger's 1997 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Ploni who wrote (8763)	12/22/1997 9:10:00 PM
From: craig crawford	Read Replies (1) \| Respond to of 9285

<< Well, there are several competitors, which are also insanely overpriced, but still far below the levels at which YHOO flies. >> Who? I haven't found any worthy competitors yet. << There's also the entire question of whether the business model is realistic: if exposure on a website leads to enough sales to make it worthwhile for a company to advertise there. >> I think the business model is a sound one. Millions of people surfing the web just like the way people watch TV. TV advertising generates serious revenues, why can't internet ads?

To: Ploni who wrote (8763)	12/23/1997 10:15:00 PM
From: Pancho Villa	Read Replies (2) \| Respond to of 9285

CSSRE YHOO >>. There's also the entire question of whether the business model is realistic: if exposure on a website leads to enough sales to make it worthwhile for a company to advertise there.<< I may be totally off but I only see a bunch of brokers, and if they could, tons of X rated places advertising in Yahoo (BTW I've never cliked in any of the ad icons in yhoo, wsj, barrons street.com) It is a long way before the big spenders such as PG in consumer goods and the car manufacturers will spend heavily, and this is where the big add dollars are. Perhaps YHOO will soon take over GE and DIS combined in market cap. Pancho