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Technology Stocks : Altaba Inc. (formerly Yahoo)

AABA 19.63

0.0%

Nov 6 4:00 PM EST

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To: Michael Collings who wrote (9111)	4/5/1998 7:08:00 PM
From: Bill Harmond	Read Replies (2) of 27307

That's just advertising, Michael. You must consider commerce and revenue sharing. Then you must consider the global internet advertising marketplace. Yahoo's international advertising revenues are negligible right now. I don't know whether Jupiter's estimate is worldwide or US-only. In any event Yahoo's share will grow, because its share of Internet usage is growing, and it has few global competitors. Yahoo is currently less than 20% sold...more like 16-17%. PS. I just got a private email from someone who ought to know and he puts zero faith in Jupiter's numbers.

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