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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 226.50

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To: Eric Wells who wrote (80464)	10/13/1999 2:08:00 PM
From: Bill Harmond	Read Replies (1) of 164684

Eric, I got the estimated revenue breakout from Morgan Stanley's model, published in August. As far as advertising goes the best advice I can give you is don't fight the marketplace. For Yahoo the numbers of advertisers is increasing, the amount each is spending is increasing, the length of their contracts is increasing, and Yahoo's rates are increasing. Yahoo is part of the oligopoly by nature of network effects. Yahoo's audience is snow-balling...even growing at a faster rate than its competitors. Yahoo took the portal category nearly two years ago. As the Ford breakdown shows, advertisers must deal with them.

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