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

To: Moominoid who wrote (14612)	10/10/1998 10:00:00 PM
From: Jorge	Read Replies (2) \| Respond to of 27307

<<The economics of the net is nothing like TV. I think long term it will be very difficult to remain relevant without offerring something beyond information. David>> It seems you and the professionals have a different opinion of YHOO..your..."difficulty to remain relevent"...is a 180 degree difference of opinion than Keith Benjamin's, the Internet analyst from BA Robertson Stephens...On Friday 10-9-98 he said: ********************************************************* THE PRIZE FOR FIRST PLACE GETS BIGGER: We continue to believe there remains considerable upside to our estimates, particularly as we look out over the next year or two, with Yahoo!, as leader, capturing a disproportionate share of advertising and commerce revenues. For reference, we estimate that Yahoo! revenues in 2001 will approach $700 million, relative to our estimate of U.S. advertising revenues of more than $6 billion in 2001. This would give Yahoo! just over 10% market share, by our estimate. We expect commerce revenues to be significantly additive as Yahoo! benefits from both rental and transaction payments related to buying in stores renting space on the site. For reference, we estimate e-tailing (rental) payments to networks (landlords) will exceed $1.8 billion in 2001. If Yahoo! received 10% of that, its share would exceed $180 million. International revenues can also be additive. We are assuming Yahoo! essentially maintains audience share and reaches some 100 million people out of our 2001 estimate of 160 million people worldwide. Generally, we expect more revenues per Yahoo! member than our 2001 assumption of almost $5 per person visiting the network. ****************************************** Mr. Benjamin uses words and phrases like: "leader", "...disproportionate share of advertising and commerce revenues.", "significantly additive", "We are assuming Yahoo! essentially maintains audience share...", "...we expect more revenues per Yahoo! member than our 2001 assumption..."..........and did you see his estimates on his 2001 advertising revenues (for reference YHOO just reported 53.6 million dollars)--700 million dollars..He says that represents 10% of ALL projected advertising expenses, by all companies, using all mediums (T.V., radio, newspaper, magazine, billboards, internet,--everything).........David, if Mr. Benjamin is even HALF right you will be sorry in 5-10 years from now you didn't go long and just stay put. Regards, George

To: Moominoid who wrote (14612)	10/10/1998 10:29:00 PM
From: dwlima	Read Replies (1) \| Respond to of 27307

to all that responded to me: i think there were many good opinions and as we cannot predict the future we will just have to wait and see. i will say one thing though. if YHOO maintains its ability to suck in huge revenues it will be worth more than many can imagine in a few years. it is a cash machine with a huge gross margin. so, why did the price slump after stellar earnings. simple. the CEO stated that he does not think that this type of performance is sustainable. well, i think he is trying to temper expectations. for if this performance was sustainable only for a few years, we will see a stocks price in the thousands of dollars. also, microsoft's 4th attempt to get things right does not help yhoo. even though msn.com still stinks, the name MSFT as competitor always hurts companies. once again, i believe there is much more upside than downside. i look very forward to seeing where yhoo in 2 months- one month before its next earnings report. good luck to all: short or long dwlima