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To: Nelson Chang who wrote (22760)	7/9/1999 12:11:00 AM
From: im~ristine	Read Replies (2) \| Respond to of 27307

LOL!

To: Nelson Chang who wrote (22760)	7/9/1999 12:44:00 AM
From: Jeff Dryer	Respond to of 27307

>You are critiqing the writer, but what exactly are you >saying about YHOO? Analysts It wouldn't be appropriate for me to give a buy, hold, sell rating on YHOO. That's for each individual investor to decide. When people listen to analysts, they should be aware of affiliations analysts have so as to have a real understanding of the hype they are being fed. Many investors think Wall Street analysts role is to provide an unbiased viewpoint/recommendation for a company... not so. Because the bull market (which began almost 20 years ago) is very extended, corruption/manipulation among analysts is worse than it used to be. There are very few independent Wall Street analysts... most have been acquired recently by large banks/institutions who are up to all kinds of games. The Media In many cases, the Media repeats company hype because they think it's the truth and/or they are too lazy to do any research and/or big numbers are always more exciting. >And about the real unique users. All the other portals use this >method as well. Everyone should know what the definition of a real unique user means. Some people might think it means a daily unique user, others might think it means weekly, monthly, or once a year user. What do people know? Maybe it would be helpful for an Internet company to run a survey to find out what people know. >So for comparisons sake, what is so deceiving about >this, or are all the other websites, including GNET deceiving us? I honestly don't know. Maybe there is nothing deceiving. Certainly online investors are more knowledgeable than offline investors... for many online investors, there is probably nothing deceiving at all. What is true and what is not true? As the hype leader in the Internet space, Yahoo bears a great responsibility to the industry. Yahoo effects the actions of all other companies in the industry. The more distorted the reality of Yahoo (thanks to analysts and the Media), the more pressure it puts on the rest of the industry to be more like Yahoo. It's something that keeps escalated without an end in sight.

To: Nelson Chang who wrote (22760)	7/9/1999 3:18:00 AM
From: Jeff Dryer	Respond to of 27307

Nelson, Here is a CNET article July 8, 1999 news.com Excerpts and comments: >In addition, Yahoo's user base showed healthy growth. In June, 80 >million unique users visited Yahoo's network of properties. It racked >up 65 million new registrations for the month, compared to 47 million >registrations in March. 80 million unique users did not visit Yahoo's network of properties in June. Yahoo did not rack up 65 million new registrations for the the month. This kind of reporting demonstrates confusion in the marketplace about what Yahoo's numbers are. >Despite the robust registration numbers, however, some analysts are >scratching their heads over another metric: page views. Yahoo >reported 310 million page views per day in June, up from 235 million >in March. However, GeoCities accounted for 40 million of June's page >views, and Yahoo Japan accounted for an additional 22 million. GeoCities reported to the SEC in statement filed 5/17/99 that GeoCities was generating an average of 60 million page views per day during the first quarter of this year. #reply-10417268 So, either GeoCities page view traffic plummeted recently from 60 million page views a day to 40 million page views per day or someone isn't telling the correct story. >PaineWebber equity analyst Jim Preissler said Yahoo as a standalone >site showed relatively sluggish page view growth of 13 percent from >March to June. If GeoCities was producing 60 million page views per day (or more), then Yahoo's standalone growth was about 0. >"Every year there's seasonality in terms of consumption," Koogle >said. "If you look at close detail, you know that there are wiggles >on the growth consumption curve. The wiggles are because people are >on vacation." >But Preissler remained skeptical of pinning it only to seasonality. >The same period last year showed 21 percent growth. "This is a >deviation from last year," Preissler said. "Maybe they're not getting >the traction from these people they're adding, or there's some sort >of lag effect happening. Something different is going on with all >these new users registering." If this is accurate reporting, then we have an analyst here who is having trouble making sense of all the numbers... he's calling the bluff... I'm impressed.