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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: Glenn D. Rudolph who wrote (14722)	10/13/1998 5:05:00 PM
From: Bill Harmond	Read Replies (1) of 27307

>>MSFT use to quadruple their revenues until they were so large the numbers became a factor. Microsoft never grew it's top line anything like Yahoo. Microsoft's sales were tied to PC sales, though Microsoft enjoys an application (and to a small degree an OS) upgrade kicker. Yahoo's sales aren't limited like that yet, because Yahoo is back-filling into the installed base of nearly 200 million PC's, and plus machines that don't run Windows. I'm guessing, but it took Microsoft nearly ten years to reach 40 million users. Yahoo needed three.

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