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To: TobagoJack who wrote (1398)	8/20/1999 12:51:00 PM
From: Netwit	Read Replies (1) \| Respond to of 6018

Jay: You are the best to explain all of that. It really helps. *OT* Re Yahoo. Aren't you just saying that the next frontier of growth for portals is international? Of course that's true. I think portal strategy right now is probably something like a) increase the size of the total pie by increasing the adoption rate in the US internet market; b) monetize subscribers and c) grow international presence. My background is international television programming distribution. I own some Starmedia (Latin America internet services). One of the articles that I read about them said that on the internet generally only 5% to 10% of internet content is Spanish. A customer said that they always go to the English content areas for the best content and added that he thought that English is the universal language of the internet. Certainly it has been the universal language of business for some time. In television and film, it is the universal language as well in the sense it is the only truly exportable content (try exporting Hindu content--I did <vbg>>>. In film and television the economic are that you look at the size of the demographic base and the amount of advertising revenues to determine the budget (read quality) that the production can support. I know that this is a very odd way of looking at the question--but in film and television I always viewed language as part of a format war (e.g. CD vs CDV). With the internet I wonder how it will be. Will the internet pull language towards a universal or will content be digitally translated so that each country truly gets it's own flavor. The big language and cultural players are the Spanish block, the Hindu block (possibly some other Indian languages as well), the Chinese block and the Japanese block. And I am looking to add internet investments for each of these blocks. But why Yahoo over AOL? Isn't Yahoo overvalued in terms of price/sales multiple and AOL undervalued?