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Yellow Media Inc T.YLO



TSX:YLO - Post by User

Bullboard Posts
Comment by aclcmcon May 25, 2011 9:16pm
162 Views
Post# 18626022

RE: RE: RE: RE: RE: RE: RE: RE: Preffered bloodbat

RE: RE: RE: RE: RE: RE: RE: RE: Preffered bloodbatChuckster: Doug Kee is better looking than you! Where I take some issue with his comments – I happened to be watching – is his suggestion that Yellow's print margins are significantly better than its Web margins. I'm sure that's true, at the moment, but on the assumption that Yellow transitions well (not a guarantee, of course!), those Web margins will grow exponentially as the attractiveness of print declines among advertisers. Here's my quick, hoped-for scenario: Yellow print popularity/revenue gradually erodes, but as it does, it takes out huge costs as well (press, pre-press, distribution, capital cost etc.); Yellow electronic gains in popularity and, as it does, Yellow will be able to bump ad promotion rates to reflect its inherent eyes-on-screen value; and finally, Yellow winds up with a biz model that is a) cost- and customer- effective for the advertiser; b) incrementally revenue-positive for Yellow; and c) incrementally lower cost for Yellow as costs related to print die a natural, necessary death. Of course, I'd like us to get through this stock-selloff tsunami first LOL!! aclcmc
Bullboard Posts