Altaba Inc. (formerly Yahoo) Message Board

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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: Timothy R. West who wrote (397)	2/6/1997 2:20:00 PM
From: Ravi Dronamraju	of 27307

Re:"What I'd like to know is who bought on the rally and why." ;=) well.. I believe that the current move from the 18-24 ranges to 28-36 ranges is in line with p/s ratios which were supported through last Q. so I was a short term bull. Longer term.. over the next year.. I read a WSJ article.. that net ad speding was around 200M in 1996. Yahoo got around 10% of it. (19M ) the over all web ad spending money is expected to be upto 500M. so if I give 10% to Yahoo I see revenues around 50M for yahoo. will yahoo make less or more? My opinion is yahoo will make more than 50m. why? check page views vs revenues Yahoo 20M page views 8.5 mill Seek 4.5M page views 6.1 mill xcit N/A page views 6.5 mill what this shows is all 3 are selling roughly same amount of pageviews while yahoo is slightly ahead. Yahoo has more unused capacity, which I think will become better revenues the coming year. excite and seek have to spend more money to increase their page views, while yahoo need not -- atleast not yet. after that? well WSJ expects 2billion in ad money spent in 2000. so.. all 3 of them might thrive.. i am sure the down side risk is far lesser than upside potential.. R

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