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 : America On-Line: will it survive ...? -- Ignore unavailable to you. Want to Upgrade?

To: peacelover who wrote (8379)	2/28/1998 7:22:00 PM
From: rhet0ric	Read Replies (1) \| Respond to of 13594

a glorified internet "Yellow Pages"? I agree 100% with White Shoes. Yahoo and AOL are two completely different animals. In short, Yahoo is an Internet stock and AOL isn't. IMHO, the Internet is, if anything, under-hyped. Yep, underhyped. The Internet will eventually supersede all of the currently existing media: TV, print, radio, film, CD-ROMs, CDs, everything. The Internet is digital convergence. Take the total revenue from all those media and add them together, then add to that the software industry, both off-the-shelf and custom. The number you arrive at is the Internet's potential revenue/market. Yahoo is much more than a glorified yellow pages. The people running it are very smart, and know how to build. It started as a search engine. It has become a community, a magazine, a content provider, even an ISP. I wouldn't go long Yahoo right now given its valuation, but neither would I short it, because it knows its business and is making the right moves. AOL, on the other hand, is a proprietary pseudo-Internet kludge that is benefitting from the growth of what is really a rival, the Internet, and a lack of marketing-savvy competitors up till now. Over time, the difference between AOL's and Yahoo's relation to the Internet will become increasingly clear, and that time will work in Yahoo's favor and against AOL's. rhet0ric

To: peacelover who wrote (8379)	2/28/1998 9:21:00 PM
From: White Shoes	Read Replies (1) \| Respond to of 13594

The thing is, Yahoo! started out as a glorified Yellow Pages. It is now meeting place, TV channel, magazine, financial centre, mall, etc. etc. etc. all rolled into one. There are others like it, but it is the leader. It is what AOL wishes it was. Yahoo is probably going to settle down in stock price but not nearly as much as AOL settles down. Also Yahoo is doing all this with very low risk and low costs. AOL has hassles out the wazoo, and can't keep its subscriber base up without its Rohypnol tactics, basically conk people over the head to subscribe to the service, & to buy the stock.