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

To: HG who wrote (15790)	12/2/1998 4:46:00 PM
From: Original Mad Dog	Read Replies (2) \| Respond to of 27307

Happy Girl, We weren't arguing. We were exchanging ideas. Sometimes those two are the same thing, sometimes they're very different. I'm going to have to go read up on the psychology stuff. It's not my field, as you know, but if I'm going to start tossing letters around I should at least learn what they mean. Re India. My focus on phone lines and affluence was for those who look at this from the perspective of YHOO investors. At the moment, YHOO's service is usually delivered by phone lines. People learn to live with what they have, true enough, but if they have lived to learn without good (or any) phone access, what does that mean for YHOO in looking at India as a potential market? You can be happy without good phone service, but you can't easily connect to YHOO without it. Same thing with the affluence points. Whenever Americans talk about that sort of stuff, it provokes the response that we are applying our values of affluence out of context. People are perfectly happy without our toys and lifestyles (and I agree with much of that response; America is full of people who are unhappy to be members of the wealthiest country in the history of the planet because, dammit, the Bloggs have more than they do and IT'S JUST NOT FAIR!) Where the affluence point matters for YHOO investors is in defining or measuring the potential advertising revenue opportunities from emerging markets like India. Advertising is one of those components of GDP and GNP that depends on the other components for its existence. You simply can't have a purely advertising-driven economy; somebody has to actually make something or offer something before that something can be advertised. It follows from that, I think, that advertising rarely exceeds a relatively small percentage of goods and services sold in a country -- any country. It is a slice of that slice of the pie that YHOO perceives as an opportunity. Doesn't it matter how big the pie is? Market's closed. Didn't buy today, but got a few dollars closer to my entry point. MAD DOG