SI
SI
discoversearch

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: Dave Mansfield who wrote (16694)1/1/1999 3:47:00 PM
From: oldcrow  Read Replies (2) | Respond to of 27307
 
>>no company can sustain 100% growth for more than a few years.<<

...all records fall at some point....the internets are an entirely new breed of company....

come on Monday!!!



To: Dave Mansfield who wrote (16694)1/1/1999 4:00:00 PM
From: The_Guru_00  Read Replies (1) | Respond to of 27307
 
Things that make you go HMMMM.

You will recall during the month of December, virtually every page had a banner. Almost without exception. In the Meeker letter it was argued that Yahoo slashed CPMs to drive banner sales. Crazy items such as fruitcakes, memory boards, etc. were being advertised. Yahoo must have been quite nervous about meeting street revenue numbers.

Well guess what. I just came from Yahoo and went twelve for twelve WITH NO BANNERS. Shouldn't surprise you since the quarter ended about twelve hours ago. MEEKER, ARE YOU LISTENING? Management is a bunch of scammers. Why don't you research analysts do some research instead of cheerleading all the time.

Let the record reflect the (1) the questionable contracts with Softbank saved Yahoo in the third quarter and (2) slashed CPMs (huge bargains) saved the company in the fourth quarter. Oh no, the slow first quarter of 99. What will we do?

Guru.