Altaba Inc. (formerly Yahoo) Message Board

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Technology Stocks : Altaba Inc. (formerly Yahoo)

AABA 19.63

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Nov 6 4:00 PM EST

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To: Ram Seetharaman who wrote (25776)	9/8/2000 1:21:57 AM
From: Doug Fowler	Read Replies (2) of 27307

Considering that I was offered banner ads at the rate of 75 cents per 1000 impressions today by ine of Yahoo's MAJOR competitors, I would say that Yahoo is seeing serious price erosion in that which comprises 75 percent of its revenues. The best rate I had been offered in the past is $2.50 per 1000 impressions and Yahoo is accustomed to getting many times that rate. A banner impression on Excite, Go, Lycos or MSN is worth about as much to me as one on Yahoo. What do you think Yahoo's response to that is going be?

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