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August 10, 2007

Comments

Privateer

Way to go Susan!

Bruce Cullen

Simple and to the point this is a buyout company for sure! No doubt in the world here... the money they make on PPC alone makes it a buyout, think about it.

Big Daddy

Yahoo will rise in time. Just wait.

dd

It called CPC. Learn the terms.

upuaut

i think he meant Pay Par Click.

blu ray

With Terry gone they are probably getting much more actual work done. Their advertising still has a much lower conversion rate than Google and has room for significant improvement.

jack

Yahoo was a great search engine at one time but today it is not competive with google. So less people use it and it dies down. So why should we think the stock may go up? I have no idea.

James Liu from Taiwan

Please note the buying price is the lowest since 2004, especially when the entire stock market plummets. Search engine has a lot room to improve. Who knows what Yahoo! is going to do for the next step?

James Liu from Taiwan

Please note the buying price is the lowest since 2004, especially when the entire stock market plummets. Search engine has a lot room to improve. Who knows what Yahoo! is going to do for the next step?

Teaman

You guys are all so focused in the wrong direction, firstly Sue is obviously privvy to inside information and the roadmap to Yahoo success - hence why she see the stock as a good purchase, when would you knowingly purchase a stock that you think was going to perform badly?.
PPC pay per click
CPC Cost per click
CPM cost per thousand impressions -learn the terms!!.

but more importantly in this comment learn the business model.
Yahoo is not solely a search engine - it has massive market share in the US (which dictates stock price) for GRAPHICAL ADVERTISING (and also classified/ lisitng advertising / directory advertising such as the shopping channels)

Graphical Advertising = big money coming in from big companies, who want to control their media image, presence and experience, which by and large you cannot do with a search engine alone.

Secondly Yahoo has a couple of strategic rollout like the much publicised right media purchase that will quite simply enable them to sell more advertising / monetise their own inventory (soaking up free money)

another strategic roll out is their improved search platform (panama) - again something that will directly increase revenue

so to sum this all up - Yahoo's growth may not be as fast as the Big G's but you have a new-media top level exec who sits on the Yahoo Board (& incidently Warren Buffetts Board) plugging her own money in to a business that she knows very well.
what do you say?
I say smart move by a very smart lady!

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