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 Technology Stocks : To YAHOO! or not to?!

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To: David R. Doerr who wrote (10608)4/26/1998 9:01:00 AM
From: Brooks JacksonRead Replies (2) of 27082
 
David: Thanks for the DLJ article.

The fallacy -- IMO -- is equating "users" with "customers" I "use" YHOO. But I don't pay them, I click through to only a very few of their ads, to date I have never bought anything as a result of those ads, and I have never bought anything from a YHOO merchant, either.

The analysis falls apart when one realizes that most "users" are not customers at all. Just freeloaders. Like me.
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