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Technology Stocks : Altaba Inc. (formerly Yahoo) -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (2289)	10/31/1997 6:36:00 PM
From: Bill Wexler	Respond to of 27307

<< The charge is a non-cash charge>> False. Again - from the 10-Q [The Company expects to record a one-time charge of approximately $4,000,000 in the fourth quarter of 1997 relating to expenses incurred with the transaction.] This is $4M that Yahoo spent to do this transaction (probably in legal fees, etc.). That's cash.

To: Bill Harmond who wrote (2289)	10/31/1997 6:39:00 PM
From: Bill Wexler	Respond to of 27307

<<411 has no advertising revenue to speak of,>> Seems silly to pay $90 million in stock for it then...doesn't it? Didn't you just finish telling us that 411 was "fertile advertising ground"? IMO, Yahoo made a terrible mistake doing this acquisition. 411 does not have any of your cherished "brand recognition", and it is bleeding money.

To: Bill Harmond who wrote (2289)	10/31/1997 7:01:00 PM
From: TLindt	Read Replies (1) \| Respond to of 27307

I don't think you get it..................................... At today's closing prices Yahoo! was valued at 2.196 Billion $$$$$ Excite was valued at 384 Million $$$$$ And on a quarterly basis there is 3 Million difference in Revenue. And if you compare Excite 9/30/97 to Yahoo!'s 6/30/97.........Excite is ahead? That my friend is ONE HELL OF A PREMIUM to pay for 90 days lead in this segment! So what you are telling me as an Excite shareholder.... is 90 days is worth nearly 2 Billion $$$$$..........no wonder Yahoo! is getting DOWN GRADED and Excite still holds a madjority STRONG BUY Rec's with targets at $28 to $33! Believe me it'll take the analysts a few months to figure this out....in the mean time they've got to get their customers out of it.........lest they don't have any. Correct me if I'm wrong Jumper...........but didn't I come in hear and call the top on this thing at about $57.00.........based on the idiot who's never been in the market and wanted to buy it because he'd heard about it. You can either get out now............and collect you 2 Billion $$$$$ premium....or go down in ashes............... LOOK AT THE ENTIRE SEGMENT & DON'T FALL IN LOVE.......sex is cheap $35.00 on any street corner..........you don't need any more of this.........cause it ain't going anywhere.