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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (14251)	10/9/2002 6:26:41 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

AOL is a good company. I like Viacom better, and Yahoo better still. Lots of organizational/turf issues at AOL. They haven't gotten away from dialup on the AOL side. Their sales force is getting their clock cleaned by Yahoo's. The former Time-Warner-Turner divisions is great but there are issues there like Fox News competing successfully against CNN. This tonight in a flat ad market: 17:15 ET YHOO Yahoo! sees similar gains in Q4 Marketing Services revenue (9.98 +0.47) -- Update -- On call, says it expects Marketing Services revenue to show similar gains in Q4 to the 22% increase achieved in Q3... YHOO +0.31 at 10.29