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Technology Stocks : Altaba Inc. (formerly Yahoo)
AABA 19.630.0%Nov 6 4:00 PM EST

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To: CookiePuss who wrote (25735)8/28/2000 5:08:58 PM
From: john defreitas  Read Replies (3) of 27307
 
mike, the take on Holly Becker is that she is concerned about revenues from dotcom advertisers, but if i recall Tim Koogle last quarter was asked about this revenue and said only about 10% of their revenue came from questionable dotcoms. Steve Frank contacted YHOO and they state that still comfortable with quarter. Becker thinks they will be in line 3qr but problem in 4th. interestingly enough long term is not the issue. it seems a bit early to say 4th quarter will not be strong at this stage and to say that there are not other advertisers to replace the dotcoms. i just saw a YHOO/PEPSI joint site. later, john
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