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To: Bill Wexler who wrote (2808)11/14/1997 10:34:00 PM
From: Don Westermeyer  Read Replies (1) | Respond to of 27307
 
Bill,

AOL's Steve Case will be on CNBC monday. Probably one of the reasons AOL took off today. Everyone wants to know what they want that money for.

As you said, AOL has already somewhat disappointed with ad revenues on their last earnings statement and mabey CNBC will grill him a little on this subject.

I'd like AOL to offer to buy YHOO. What would they offer, mabey $15/share?



To: Bill Wexler who wrote (2808)11/14/1997 11:11:00 PM
From: fut_trade  Read Replies (2) | Respond to of 27307
 
<<My guess is that next Q's results for all the search engines will be flat.>>

I copied this table from the SI Yahoo profile. It shows STEADY revenue growth
per quarter. Do you have a reason why revenues would be flat? As far as I know,
the next quarter will be big for Yahoo!

Quarter Ending 06/30/96 09/30/96 12/31/96 03/31/97 06/30/97 09/30/97
Revenue (M) 3.3 5.5 8.6 9.5 13.5 17.3
Net Income (M) -1.4 -1.1 0.1 0.2 0.6 1.6

Peter



To: Bill Wexler who wrote (2808)11/14/1997 11:38:00 PM
From: Bill Harmond  Read Replies (2) | Respond to of 27307
 
>>BTW, I've been claiming that internet advertising growth has not lived up to the hype. When AOL announced its last quarter's results, they stated that advertising/commerce revenues actually DECREASED.

>>My guess is that next Q's results for all the search engines will be flat.

You're reaching, Bill. You're arguing from the specific to the general, and you're ignoring Yahoo's results in Q3.