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To: radames who wrote (71363)8/2/1999 10:26:00 PM
From: Glenn D. Rudolph  Respond to of 164684
 
imo re the yhoo merger rumor
imo the market will react negativly to yhoo buying excite athome because it will give
yhoo infurstructure costs and dilute the share price.


That depends if that cost goes to YHOO or T. Lots of undercurrents here.

Glenn



To: radames who wrote (71363)8/2/1999 10:26:00 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 164684
 
I dunno radames... there is a lot of concern over yahoo profitability with the advertising model. The locked-in monthly charge for AOL made it the only safe net play for a lot of people... just a thought