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

To: Bill Harmond who wrote (7531)	2/20/1998 10:06:00 AM
From: Keith J	Read Replies (1) \| Respond to of 27307

Believe me, that 15% figure AMZN is paying some of the smaller sites will not hold at that level for the bigger players. AMZN gross margin is only 20% roughly, they can't pay 15% commission to everyone and make any money. I think B&N has a similar program, but at about 6-7%. KJ

To: Bill Harmond who wrote (7531)	2/20/1998 2:42:00 PM
From: Bob Trocchi	Respond to of 27307

William... >>But the commerce deals are more lucrative for Yahoo so it's a good thing. << So if it is good for Yahoo, (and seldom are things good for everyone) then is is bad for Amazon. BTW, I am using Amazon as a proxy for all the companies that pay commissions. BTW, the 15% that Amazon is paying their partners seems to me like a LOT. That will be even better the partners and companies like Yahoo. Like all the economists, as Harry Truman once said about economists, "on the other hand" if I am on a partner site and click through to say LL BEAN, and buy something, will I continue to get to LL BEAN from a partner site or start going straight to LL BEAN. I suspect I will go straight to LL BEAN and this would cut out the partner. On balance though, long term, it seems to me to be a good thing for the partners and thus good for the Yahoos and AOL's etc. Even good for MSFT eventually. But some day, those commissions have to start dropping. Thanks Bob T.