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Technology Stocks : Altaba Inc. (formerly Yahoo)
AABA 19.630.0%4:00 PM EST

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To: HG who wrote (20236)2/25/1999 8:19:00 PM
From: JayPC  Read Replies (1) of 27307
 
USA Networks is no Time Warner... but, i agree, it would depend on the premium paid. TWX is not an especially inflated stock, so we would probably see a fairly low premium paid (as compared to the the @HOME EXCITE deal).

However, dont forget that TWX is the only other half in the Broadband winners circle, with Road Runner. If Road Runner can grow like @HOME is expected too, this would be good in the long run for YHOO.

Having said that, TWX is forging certain cable agreements with T. This does not yet include @HOME. Could TWX avoid YHOO and further its relationship with T thus giving them a partnership with @HOME then EXCITE for a much lower cost? They would just have to watch out for the FEDS...

Just some rambling thoughts....
Jay
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