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: MileHigh who wrote (9491)	4/8/1998 11:07:00 PM
From: Bilow	Read Replies (2) \| Respond to of 27307

Yahoo!'s power on the internet is only due to their stock price. With the small amount of cash they have, they can only purchase other companies with stock. Note that when acquisitions are completed with stock, no net stock is removed from the stock market, and this is neutral for stock prices. When acquisitions are made with cash, as when companies buy back their stock, this does decrease the number of available shares, and is bullish. Personally, I never look much at the ads on Yahoo!. I think they should follow the television example, and make their ads fill the whole screen and last 30 seconds. This would also have the advantage of giving me enough time to go empty my bladder, or pick up a snack. Anyway, then people would have to watch the ad, and ad revenues would run much higher. By the way, does anyone know how much a view of a 15 second TV advertisement costs per viewer? I would love to have that number so that we could see if YHOO charges more or less than CBS per advertisement. My guess is that the TV ads are much more expensive, as they do fill the screen and last a fixed duration, but I'd love to know how much. Surely there is someone out there in advertising who just knows this figure. -- Carl

To: MileHigh who wrote (9491)	4/8/1998 11:18:00 PM
From: Zebra 365	Read Replies (1) \| Respond to of 27307

>>>-There stock is very rich right now -who can they buy in order to facilitate e commerce on their site? -AMZN.COM? -Ticketmaster? what if you had to go to yahoo site to buy tickets from ticketmaster? -These are just ideas, BUT the idea is Yahoo has the power of a rich stock price to make things happen and consolidate their position!! Comments anyone? MileHigh<<< MileHigh, You make a very good point. Please don't talk to Koogle about it as I am short the stock. The smartest move that YHOO could make is to start making related acquisitions (NSCP?) using it's inflated currency (claims on equity, i.e. stock) to acquire them. Clear Channel Communications has done this with great success, so far. The only problem is that when you buy other companies with inflated currency, they tend to demand inflated prices. If YHOO started doing some acquisitions of real property with YHOO stock, I would seriously rethink my short position. This has been a very good board so far, kudos all around for the professional tone. I do have one question. Given that this stock has "blown out" earnings estimates by reporting 200% of estimated earnings for the quarter, how many longs here are going to be buying the stock tomorrow, as it is obviously undervalued to date? I will be selling you shares above 105, just wanted to line up some customers in advance...... Zebra