Broadcast.com (Acquired by Yahoo) Message Board

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Technology Stocks : Broadcast.com (Acquired by Yahoo)

YHOO 52.58

0.0%

Jun 26 5:00 PM EST

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To: B. A. Marlow who wrote (1130)	4/2/1999 1:09:00 PM
From: Randy Ellingson	Read Replies (3) of 1260

One thing's for sure: YHOO's building an empire, and GCTY/BCST are just the beginning. Consider YHOO's market cap in $35B range vs. AOL's in $140B range. That's a 4:1 size difference and a gap YHOO wants to close. YHOO obviously intends to remain "open," an advantage over the bulk of AOL. Good point about the "open" strategy of Yahoo. You can add (as an exercise until the deals close) another $8B to YHOO's market cap thanks to GCTY and BCST, bringing YHOO up to $44B market cap. It's still a factor of three. I suspect we'll see YHOO/AOL at 0.5 by the end of the year or perhaps next spring. Another two years after that, YHOO may surpass AOL's market cap. Randy

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