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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: Bill Harmond who wrote (16679)1/1/1999 10:06:00 AM
From: tonyt  Read Replies (2) of 27307
 
Microsoft is not a good example. In the 'old days', Microsoft had contracts with IBM (and later the clone's) whereby they were paid on a per/cpu basis. What that means is that Microsofts profits (for the os) were guaranteed. Even if IBM wanted to include DRDOS (which was a better os at the time), they still had to pay Microsoft. Yahoo has no 'lock' on its advertisers (and it gets no revenue from its users, again, something that is different from M$)

I'm not too familiar with Yahoo's ad contracts. How far out are they locked in? Are they subject to adjustment? How far in advance are they sold? (i.e. could they have been sold six months in advance, before the current internet boom?)

--Tony
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