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

To: memflyken2 who wrote (20709)	4/1/1999 1:51:00 PM
From: BomboochaBoy	Read Replies (2) \| Respond to of 27307

Everyone in the ad business (myself included, as a newspaper publisher) knows that web advertising isn't working and won't work. You sound like some of my old bosses. Resistant to conversion. Guess what they did two years ago? THEY PUT MY OUR NEWSPAPER ON THE WEB. Granted, nothing will replace print advertising. Nothing. But there is nothing else like the Net. The possibilities are beyond our imaginations. Your average newspaper subscriber will soon have access to the Net via his portable communications set. You think there won't eventually be advertising on that instrument? The variables are astronomical. Not everyone is like me, carrying a newspaper throughout the day. But most folks will carry the future equivalent of a cellphone/pager/net-email accessor. Unless Tim and Co. can figure out a way to make money doing other things besides selling ads (they are trying desperately, of course, to leverage their brand name and do just that), their goose is cooked. ......zzzzzzzzzz...... Wake me when you get beyond guessing games. Yahoo!'s market cap certainly is overvalued according to dead tree valuations, but that does not mean they will not succeed. In other words, their goose is good. And not even half the country is hooked to the web yet. Give it another few years, mem. Yahoo's revenue growth is going to be tested, no question. Why you would limit your thinking to such bricks and mortar standards is beyond me.

To: memflyken2 who wrote (20709)	4/1/1999 3:30:00 PM
From: BomboochaBoy	Respond to of 27307

Yahoo! deal to expand its appeal with advertisers biz.yahoo.com Thursday April 1, 2:55 pm Eastern Time Yahoo! deal to expand its appeal with advertisers By Andrea Orr PALO ALTO, Calif., April 1 (Reuters) - Coming soon to a computer near you -- more commercials. Yahoo! Inc (Nasdaq:YHOO - news) says its $5.7 billion purchase of online video company Broadcast.com Inc (Nasdaq:BCST - news) is as much about creating television-style commercials on the Internet as it is about offering its millions of users television-like programming. ''The majority of traditional advertisers still do not use the Web,'' Yahoo President and co-founder Jeff Mallett said on Thursday. He predicts the growing use of video on the Internet will persuade many of those companies that online promotions work. By teaming up with the Internet's leader in streaming audio and video, Yahoo will be able to offer an alternative to the plain banner ads that have been the core of online advertising to date. Those little strips of text that run along the top or bottom of the screen have helped Yahoo generate millions of dollars in revenues, but to the chagrin of many advertisers, they don't always get noticed by consumers. As Yahoo has rapidly evolved from a quirky little company to a media empire, it has increasingly recognized the need to reach out to the Procter & Gambles (NYSE:PG - news) of the world, the colossal consumer product companies whose ad campaigns have always been the bread and butter of network television. ''If ads don't move and sing a song to you, they will not be a big consideration,'' said Abhishek Gami, an analyst with William Blair & Co in Chicago. ''Most major advertisers have dabbled on the Internet, but versus what they do in the offline world, not that much.'' Earlier this month, AtHome Corp (Nasdaq:ATHM - news) released a study showing that so-called broadband Internet ads, those that are rich in media features, are significantly more persuasive than the static ads prevalent on the Internet today. It may be fair to factor some bias into that study given that AtHome is one of the leaders in delivering broadband Internet access into homes on cable modem lines. But other studies have reached similar conclusions. The number of viewers who are actually clicking on banner ads for more information -- the so-called clickthrough rates -- are falling. So are the rates companies pay for online ads. ''It's never been about clickthroughs,'' Anil Singh, Yahoo's vice president of sales, said in an interview weeks before the Broadcast.com deal was announced. He also said that CPMs, or cost per thousand, which measure the going rate for banner ads, ''are meaningless.'' Yahoo has rarely failed to stay ahead of the innovation curve on the Internet, and for some time has pursued alternative revenue streams through sponsorships, paid content and direct marketing. Yet, critics say it was slow in grasping how quickly audio, video and interactive services would pervade the Internet. Founded by two Stanford University graduate students, the company has strong roots in the research world, and has always prided itself on its large editorial staff and its extensive directory of online content. The majority of Internet users still do not have the high-speed ''broadband'' service that enables them to get quality video online. But like everything else about the Internet, broadband expansion is happening faster than most people expected, and compression technologies are advancing so that even ''narrowband'' Internet subscribers can access faster, flashier services. Earlier this year, the cable modem leader AtHome agreed to buy Yahoo rival Excite Inc (Nasdaq:XCIT - news) for $6.7 billion in a deal that promises to give media-rich services like video a much higher profile on the Internet. In a sense, that raised the bar for Yahoo to do a deal with a ''broadbander'' like Broadcast.com. Others have also joined the fray. Internet portal Snap.com recently unveiled a complete overhaul of its service to feature an extensive assortment of video and other rich media content. Snap, which is jointly owned by CNET Inc. (Nasdaq:CNET - news) and General Electric Co.'s (NYSE:GE - news) NBC, said the new service was designed to let people search for audio and video clips on the Internet the way they currently search for printed word content, and provides a glimpse of how the Internet is evolving. While less than 10 percent of home users are using high-speed systems now, the industry that has fueled investors' imaginations with triple-digit growth curves is looking at broadband as the area for hypergrowth. ''The speed at which the Web has grown is faster than we anticipated,'' Yahoo's Mallett said. ''It's faster that what anybody on the planet anticipated.'' --------------------------------------------------------------------------------

To: memflyken2 who wrote (20709)	4/1/1999 7:21:00 PM
From: Randy Ellingson	Read Replies (1) \| Respond to of 27307

YHOO's future performance is based around the success of web advertising. Everyone in the ad business (myself included, as a newspaper publisher) knows that web advertising isn't working and won't work. I think some clarification is in order here. I mean what exactly are you talking about? Viewers don't "click through" on TV ads, but they are obviously still valuable. These Internet banner ads (soon to be multimedia) reach, potentially, millions of viewers. Furthermore, they can target niche audiences. I'm sure you are very knowledgeable about the ad business, but you're leaving something out when you say what you said above. By chance, I inquired earlier today about the rates for advertising a web site on quote.yahoo.com. I'd love to be able to target that audience with a banner. If you're guaranteeing me that is a waste of money, I find that very interesting to say the least. Randy