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To: Mark Fowler who wrote (78117)	9/22/1999 11:04:00 PM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 164684

Mark, The Media Metrix August report seemed to show what you have been saying all along. YHOO is the clear winner in the portal field due to its content. AOL has to try hard to compete on this basis alone with YHOO except within AOL, there is a lot of content. MSFT is not an issue. They do not have the expertise for content at least, they have shown they do not thus far. We may see AOL's regular site gain a bit more ground during the holidays due to the fact I believe AOL does better in e-commerce. However, YHOO will come back strong in January. Glenn