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To: ahhaha who wrote (18909)	1/17/2000 12:00:00 PM
From: MIKE REDDERT	Read Replies (2) \| Respond to of 29970

Assuming that YHOO would retain the same preferred BB portal status as Excite, what is the future discounted earnings stream for a 3 year pact with a company that will give you access to only BB customers in a rapidly growing BB market. All of your customers are automatically directed to the content suitable for their network. Add to that the intrinsic value of the Excite, and you have the value of such a transaction. Is it worth that price ? I haven't got that far yet... but if you believe that BB content will dominate the net in the near future, and that the the portals that allow a smooth transition between dialup and BB will be the preferred gateways of the future, then you have to at least consider it. Of all the rumors that have been laid on the table, this one makes the most sense, in a relative manner. Mike