[CANSLIM] Telecom Musings

From: "Gasta, Jeffrey" <Jeff.Gasta@marriott.com>
Subject: [CANSLIM] Telecom Musings
Date: Fri, 30 Aug 2002 13:57:16 -0400
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All,

Have used many Yahoo services free for years.  One I especially like is
their e-mail.  They have a service that allows me to use a Yahoo address
(e.g. jeff@yahoo.com) and then have the messages auto-forwarded to my
private (ISP provided) account (e.g. jeff@earthlink.com).  This is good for
two reasons.  One, Yahoo filters out the bulk of spam.  Two, my e-mail
address remains the same no matter how often I change ISPs - a great help to
friends and family.  They now charge $10 per year and I gladly pay.

Yahoo has a radio-like service called Launch.com.  I'm a jaded person, but
am excited about this.  It is free, but allows each person to create their
own, custom radio station.  I initially specified genres, artists, albums,
and songs I like.  It then starts playing those selections plus others mixed
in.  For each song played, I can vote on the song itself, the artist, or the
album.  Votes go from zero (don't ever play again) to ten (love it).  Also I
don't have to vote at all, in which case a 5 is the default.  After a few
hours of listening and voting on some songs, it "figures out" the type of
music to introduce.  When a song is playing I can get biographical info. on
the artist, album, etc. It is advertiser supported, and you can buy music
directly through their link.  I've stopped listening to the regular radio at
home and in the office.  I'm glad to listen to commercials on a station
customized for me.  I think this service will take off.

Also, I'm seeing stories about Web services offering plans that charge an
annual fee and then reduce or eliminate advertising.  These are supposed to
be doing well, but I don't know for sure.  Disclosure: as a telecomm
engineer and it is in my best interest to promote internet services.

THOUGHTS ABOUT AOL. In general, the most desired on-line services (such as
Yahoo's Launch Radio) work best with a connection faster than the typical
home modem of 56K.  And, faster connections are now available in most cities
with 50,000 people or more for about $30-40 per month.  However, 56K modems
are AOL's profit center.  With telecomm infrastructure now available for
pennies on the dollar, I bet AOL will swoop in and make some acquisitions so
they can sell faster connections.

Here at Marriott Hotels, lots and lots of room reservations are made from
our web site.  I am talking about figures like millions of dollars per hour.
So, no doubt the internet is not dead.  However, IBD is right about huge
over capacity (I'm lucky to still have a job).  I sure won't be buying any
telecomm stocks for the foreseeable future.  Hope this can provide a little
help (hopefully not too biased).  jg 



- -----Original Message-----
From: Norman [mailto:theboyd@tisd.net]
Sent: Friday, August 30, 2002 1:14 PM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] Ernie's Forecasts


Tom (or anyone),

You mentioned something about yahoo and losing less at "neutral" vs "sell".
The last 3 posts in response to David's request are an indication of why
yahoo is still around and a valid .com company.  Not counting how many
off-group responses he got (including mine).

Yahoo gets a LOT of traffic (I use 3 of their groups myself).   Sure, mostly
it's free but what if they started charging a nominal fee (the N in
canslim)?  How many of us would pay, say $10-20 for full access?  How many
folks are paying more for AOL?

Example: drop AOL, subscribe to one of the $9 isp's, subscribe to yahoo full
access; cost is $30 bucks - the $22 AOL savings, and you have everything you
already had + "yahoo plus" and a good stock investment, for $8 more than you
paid for just AOL (most, if not all of AOLs services can be had for free
elsewhere).  AOL made it's big run with less than 20 million subscribers (or
there bouts).  How many folks would pay for full access to yahoo with some
extras thrown in as is usually the case when payment is solicited?  Just
thinking out loud...

[I have to get all my yearly posts in today because I have to go back to the
salt mines next week<grin>]

Norm

- ----- Original Message -----
From: "Katherine Malm" <kmalm@earthlink.net>
To: <canslim@lists.xmission.com>
Sent: Friday, August 30, 2002 10:43 AM
Subject: Re: [CANSLIM] Ernie's Forecasts


> Hi David,
>
> http://groups.yahoo.com/group/hgsinvestor/ and
> http://www.highgrowthstock.com/
>
> Katherine
>
> ----- Original Message -----
> From: "DAVID KELLER, BLOOMBERG/ 499 PARK" <DKELLER2@bloomberg.net>
> To: <canslim@LISTS.XMISSION.COM>
> Sent: Friday, August 30, 2002 10:34 AM
> Subject: Re: [CANSLIM] Ernie's Forecasts
>
>
> | Sorry!!
> |
> | Can someone tell me how to access the HGSI forum?  I'd definitely be
> interested
> | in partcipating.  Thanks- Dave
> |
> |
> | ----- Original Message -----
> | From: Norman  <canslim@lists.xmission.com>
> | At:  8/30  9:32
> |
> | > All,
> | >
> | > We DON'T really want to get into a rigorous examination of these
> phenomena,
> | > on a case by case basis, and whither or not there is any cause &
effect
> | > relationship that can be assigned to them.  Not here!
> | >
> | > I think this is the reason there was at one time a TA group formed
from
> this
> | > group.  Maybe the folks in the HGSI forum would accommodate this
> discussion
> | > as they seem to delve into TA a bit more than this group.
> | >
> | > Norm
>
>
>
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