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To: Glenn D. Rudolph who wrote (122900)	4/4/2001 10:32:29 AM
From: H James Morris	Read Replies (2) \| Respond to of 164684

>Yahoo needs to expand to fee based services in addition to the advertising model. Glenn, no argument from me on this one. The concern I have about Yhoo is will it get the loyal members like Costco has. Btw I'm not trying to hype Costco but they do get close to $100 pa from customers who want to shop there. I call that free cash flow. Would you agree?

To: Glenn D. Rudolph who wrote (122900)	4/4/2001 1:27:51 PM
From: GST	Read Replies (2) \| Respond to of 164684

Glenn: "Well..I can't speak for Bill but I do believe Yahoo needs to expand to fee based services in addition to the advertising model. In the mean time, the advertising model is clearly not growing." A very risky move which can only be considered in light of a broader transition to a fee for service internet -- the model is not exactly proven and they are going to have to "bet the farm". They really have no choice but to roll the dice. If it works they could do well -- but if it goes poorly?