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: marion (Hijacked) who wrote (16839)	1/2/1999 9:45:00 PM
From: HG	Read Replies (1) \| Respond to of 27307

I don't use AOL, I invest in AOL because I am happy with their business model. So that's one less thing to discuss. We're also not comparing the growth of YHOO with the growth of MSFT since a) it was many years ago b) industries are somewhat different. That's great. We are saying that valuation of AOL is justified to some extent ? This is terrific. We are in agreement here. Why does AOL get into portal business ? Because it sees revenue (additional revenue). If YHOO now has the follower advantage, why do you assume YHOO will not be profitable ? AOL just bought NSCP for their NetCenter. They continue to use MSFT browser. If an expenditure of 4 b can be justified for NetCenter, why can't YHOO justify its "potential" ? AOL leads in ISP business. Why do you presume that YHOO management hasn't thought of acquisition along those lines ? I don't know why. But YHOO management has shown effectiveness and efficiency and I trust them with their reasoning. If they are getting blowout quarters, they must be doing something right. The business model is working despite all the forecast of the gloom and doom. Maybe there is room for expansion, there is room for revenue/earnings and YHOO is not exploiting those avenues - but if you think the management is doing their job, hang around. I trust the judgement of the dynamic duo. The day I see compacency and stagnation, I will flee - explosive quarters or not. Usage of YHOO is a personal situation. You see it as a yellow pages, I see it as a lifeline for myself. And here we can agree to disagree. No YHOO is not opening restaurants or real estate offices. But the services are great. Half an hour ago, I made reservations for formal friends, at a restaurant I did not know about, and YHOO helped me do that. Yellow pages does not provide that level and sophistication and service. And yellow pages does not give me finance news, international news etc all rolled into one package. Its not how many people - its how many advertisers are needed. Advertisers love people. And YHOO has the best model to lure people. Like someone said, MSFT has learnt the about the difference between locked clients and loyal clients...and it has been the hard way. Free is beautiful, free is psychologically attractive - no matter how financially capable you are. And YHOO has recognised that. Why would you think it will not make money in the future ? I just gave you 1000s of reasons why people will flock there. How does a town benefit from tourism ? troble with Census info aboutthird world countries is - its never accurate. And its not very revealing about the distribution patterns. I'm not sure I want to argue this line of discussion without knowing your background and nationality, so let us pass this by. MadDog and I had a discussion, and I'd have nothing new to add. Do you think AOL would be missed if they stopped their operations ? I could say that about MSFT/CSCO, but AOL ? All internets are in their embryonic stages. None of them will be missed. People haven't formed habits - not yet. And that is why leadership at this stage is important. Well, you can order the vegemite and jelly on the net - I'm sure. If your prediction about $20 comes true, YHOO may have to sell Vegemite and Aeroplane jelly after all ;) Come now, $20 is a bit rough, don't you think ? Me ? I'll be out at 200 - with my principle intact and a few thousands to spare. No worries mate.

To: marion (Hijacked) who wrote (16839)	1/2/1999 9:47:00 PM
From: oldcrow	Read Replies (1) \| Respond to of 27307

Marion, Excellent job of trashing Yahoo!! :) Now: >>It isn't mathematically possible for Yahoo to make a billion in profits<< based on the assumption that their present level of registered viewers, page hits, ad revenues, etc. all will remain static at today's levels...I would agree. But, realistically, these metrics along with commerce revenue will continue to grow exponentially. As page views are shown to increase, the number of eyeballs looking at ads increases. The premium YHOO can command for this "visibility" will therefore, ultimately increase. (gasp) more revenue!! >>Not to mention, that most people who use AOL have no use for Yahoo<< really? so you are saying that AOL users simply have no desire whatsoever, to utilize any of YHOO's services: Shopping - Yellow Pages - People Search - Maps - Travel Agent - Classifieds - Personals - Games - Chat Email - Calendar - Pager - My Yahoo! - Today's News - Sports - Weather - TV - Stock Quotes - Yahoo! Shopping : Apparel, Books, CDs, Computers, Electronics, Games, Toys, Videos, more... Featured Stores : International Male - Crabtree & Evelyn Yahoo! Auctions - furbys, beanies... Other Guides Autos - Computers - Employment - Local Events - Net Events - Message Boards Movies - Real Estate - Small Business - Ski & Snow - Y! Internet Life - Yahooligans! The AOL users have no use for any of that, huh? get real. >>No one has shown how Yahoo will make significant money. I have yet to see that.<< So, you feel that 200+% revenue growth (consistently) and INCREASING profit margins is NOT a sign of making money? You must have some stiff stock picking criteria :) >>Yahoo doesn't make any money from its classified ads<< But it brings in eyeballs. People looking to place ads on the web want to place their ads where the most eyeballs are (right now that is YHOO) >>As for switching from Yahoo...I don't even understand why they need it to begin with. There is nothing at Yahoo that isn't done someplace else better.<< Certainly debatable, but has the viewing public heard about or know about these other places? Of course not. They will continue to use the services they are most familiar with...right now the public uses YHOO. They have no reason to go any where else, the majority of them don't even know where else to go!! YHOO would certainly be missed...sorely!! It is obvious you underestimate the revenue potential from the e-commerce model. It grew 32% in just one qtr, and that was over the summer! YHOO has partnered with AMZN, AT&T, CD NOW, and potentially others (revealed in this qtr's report). Obviously these companies faired well (as did YHOO) or they wouldn't have had to pay YHOO a dime!! The pre-lim holiday sales net-traffic is through the roof! you think YHOO isn't going to get a fat piece of that action!!

To: marion (Hijacked) who wrote (16839)	1/2/1999 10:50:00 PM
From: marion (Hijacked)	Read Replies (3) \| Respond to of 27307

This is from a Post from the Motley Fool Board...that I think sums it up pretty well. Mike Maguire <<I think it's great to buy a small company in a fast-growing, revolutionary industry in the hopes that it will someday be valued like an S&P 500 company. But with YHOO, you're buying a small company that's already valued greater than most of the S&P 500. So what is there left to hope for from its valuation? You can hope it will someday grow in to its valuation, but what else is there to go for? Are you buying on the expectation that it will become larger than Coca-Cola, Microsoft and GE? That seems to be the only reward that can possibly be worth taking the risk of owning it here and the chances of that happening are so tiny that I can't see owning this as anything other than a short-term momentum play.>>