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To: Eric Wells who wrote (80464)	10/13/1999 12:35:00 PM
From: Jan Crawley	Read Replies (3) \| Respond to of 164684

Hi Eric, thanks for all your posts. Yhoo's E-trip is over for now and I think the risk/reward ratio play for the next trip goes like this: From the low of $110 to a high of $192, a 50% retracement is somewhere around $150. Pick up a small lot and wait for the Jan-Y2K round. Got to have the "take it or leave it" attitude. Equal oppt. to the other big/liquid nets and the 10% speculation rules do apply. <g>

To: Eric Wells who wrote (80464)	10/13/1999 2:08:00 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 164684

Eric, I got the estimated revenue breakout from Morgan Stanley's model, published in August. As far as advertising goes the best advice I can give you is don't fight the marketplace. For Yahoo the numbers of advertisers is increasing, the amount each is spending is increasing, the length of their contracts is increasing, and Yahoo's rates are increasing. Yahoo is part of the oligopoly by nature of network effects. Yahoo's audience is snow-balling...even growing at a faster rate than its competitors. Yahoo took the portal category nearly two years ago. As the Ford breakdown shows, advertisers must deal with them.