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To: Mark Fowler who wrote (63937)	6/22/1999 8:55:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 164685

Robb said many viewers no longer need portal sites that direct them to their favorite Web sites. "They're not the be-all, end-all," Robb said. "People bookmark sites for specific needs. What portals provide are introduction but they don't retain you forever." Sarmad, What this says to me is, if you are going to be a portal you really need to be content-rich to retain your viewers. I don't think this portends a bad outlook for yahoo... it just means the weak players are going to be shaken down because portals just aren't that key once you know how to get on the internet which more and more people know how to do. I still like growing portals cnet and gnet because they are heavy on content and still growing. Yahoo of course is #1 and will continue to grow but for example excite used to have a mkt cap of 7 billion. I would never buy that one now, had they not been acquired. Anyway I see this as a fundamental shift with regards to valuations of portals and I won't go into any new upstart portals.