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: Bill Harmond who wrote (7276)	2/10/1998 2:43:00 PM
From: Robert Sievers	Read Replies (2) \| Respond to of 27307

William, you worked at ABC; imagine the following scenario. At ABC, you stop making original content, but start only buying shows like ER. However, none of the shows you buy are exclusive, other people are buying them too, just airing them at different times. No longer can you sell commercials. Instead you can put logos in the lower left corner of the screen. Now change the medium so that people are even more impatient for content, and aren't willing to sit for the same dumb sitcom jokes over and over. Think of the money you could make. ABC's market cap would probably be $3-6B if it were it's own company. What do you think it be worth under my restrictions?

To: Bill Harmond who wrote (7276)	2/10/1998 4:04:00 PM
From: Keith J	Respond to of 27307

Don't forget just about everyone using AOL is coming to YHOO without any assistance from NSCP. That's up to 11 million users right there. KJ

To: Bill Harmond who wrote (7276)	2/10/1998 5:02:00 PM
From: Bob Trocchi	Respond to of 27307

William... I am not going to speculate how many hits YHOO gets from being on Netscape's search button. I did see this article today and it is worth reading. In it they refer to the value of the link to Yahoo from the search button. A snippert from the beginning of the article: >> "If you were Yahoo, would you want to have 90 percent of traffic coming from one person?" said Derek Brown, an analyst at Volpe Brown Whelan & Co. "Every company in the group is continuing to see [proportional] decrease in traffic from Netscape." Some of that, Brown emphasized, is due to increases in traffic from other venues and does not necessarily reflect reduced absolute numbers from Netscape. << Now I am NOT saying that I believe 90% of YHOO's traffic comes from Netscape but but that is what is states. I really do not believe it is anywhere 90% but nonetheless it is some big %. >>NET MONEY: Yahoo Finds New Partners as Old Relationships Change<< internetworld.com BTW, I really enjoy your comments. Lots of insight. Bob T.

To: Bill Harmond who wrote (7276)	2/10/1998 8:38:00 PM
From: Bob Trocchi	Read Replies (1) \| Respond to of 27307

William. In an earlier post you said you were an Advertising Executive for many years. I have some thoughts about adv. and I would like your opinion. Today it seems to me that the bulk of the adv. $ are spent in a "broadcast" type of format. Everyone gets the same message. Mail catalogs that are mailed to homes are an exception as they are much more focused to groups of customer profiles. In the future I suspect that TV adv. with the coming of Interactive/Digital TV, adv. will become very, focused toward the individual. Advertising "narrow casting" if you like. IMO the technology will become so sophisticated that it is conceivable that in a given prime time adv. slot, different adv. will be delivered to different people watching the same program based upon that individual's profile. Some people will get adv. for high priced cars while others with a different profile will get say a truck adv. This to me will be the future of adv. on the Internet as well. Broadcast type banner adv. IMO will go the way of the horse and wagon. In its place, user profiles will become so specific (without users actually knowing how the adv. actually gets all that info. about them) that a company will actually be able to adv. different products to different people. This will mimic the future of TV adv. Or will the future of TV adv. mimic Internet adv.? In this scenario, it seems to me that YHOO who has a search engine which in essence is the backbone of their site will have a competitive advantage in attracting advertising $. With high "hits" to their pages, individual user profiles can be developed. Search agents can be used to "search" and display adv. specific to an individual user. With this kind of an approach, advertisers will (I think) be willing to spend more $ on adv. since it will be very directed. Narrow casting to the extreme!!! I am short YHOO and over the short term (six months or so) I think that it will take a hit as the valuation becomes a little more reasonable. However over the long term, (years) if I am correct about the long term direction, YHOO will become a money machine. Their linkup with MCI to provide access to the Internet will add to their ability to build user profiles. BTW, your grandson will be rewarded IMO. As computers keep speeding up and bandwidth increases, all the "agent searching" I am talking about will become trivial in a time sense. The user will never know it is happening. It thus becomes less of an irritant. Am I ALL WET????? Regards Bob T.