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To: manohar kanuri who wrote (3253)	1/12/2000 9:19:00 PM
From: TobagoJack	Read Replies (1) \| Respond to of 6018

Prepared to buy AOL all the way down, in ever increasing amounts. AOL just traded its inflated vapor assets for real assets that can help it grow into the brave new world of broadband, with 20 mm subscribers under own belt and a potential of 120 mm via cable access. Imagine a world of broadband, with gizzillion channels, all uncontrolled and uncensored, each dedicated to its own niche (Perry Mason all day, Columbo all day, etc). People have not yet focussed on the Broadband World yet, thinking it is simply a faster version of narrow band. I am imagining applications we could only fantasize about before, and it all belongs to AOL, possibly MSFT. Yahoo will have to own broadband content, else dead duck in sunset narrow band portal industry. Both AOL and Yahoo will have to aggregate content for wireless use (trimmed down graphics). The deal is good. I bought my mom's AOL at 60/shr, split adjusted. And now, AOL, much bigger and stronger, with more dependable growth path, is back at 60. Steal of the new year. I am prepared to buy Yahoo as well as short. I need the volatility before commencement of operation. Yahoo's international story is good, just as Airtouch Communications was (a winner for me). Global Audience Yahoo Europe = 18 mm unique user visits in Dec Yahoo Japan = 9mm unique user visits in Dec Yahoo (ex-usa) > 13mm unique user visits in Dec >40 mm ex-USA (>33% total) Yahoo Global > 120 mm unique user visits in Dec Global Revenues Non-U.S. made up 13 pct of total Yahoo Q4 revenues LONDON, Jan 12 (Reuters) - Countries outside the United States accounted for over one-tenth of Yahoo Inc's YHOO.O revenues in the fourth quarter of 1999, the first time they have surpassed the 10 percent mark, Yahoo Europe said on Wednesday. In a statement, Yahoo Europe said non-U.S. operations represented 13 percent of total consolidated revenues during the fourth quarter. "This is the first time it's over 10 percent," a company spokesperson said. Yahoo Europe said its network of eight local sites attracted 18 million unique visitors in the month of December. Yahoo did not give further details of the revenue or user breakdown. MMXI, the Media Metrix MMXI.O subsidiary which recently started monitoring European Websites, ranked Yahoo's Internet portals second to local Internet Service Providers in Britain, France and Germany in November. That made it the leading non-U.S. domain in the main European Internet markets. America Online Inc. AOL.N, which is merging with Time Warner Inc TWX.N, was ranked third in Germany and fifth in Britain and France. In its financial results on Tuesday, Yahoo said its December traffic averaged 465 million page views per day and its total unique users doubled to 120 million from 60 million a year ago.