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

To: Mama Bear who wrote (2897)	11/17/1997 11:56:00 PM
From: LRS	Read Replies (1) \| Respond to of 27307

Barb! I have to agree with you. I have been following MediaCentral's monthly tabs of web advertising growth for the last year, and YHOO's growth seems to be slowing....

To: Mama Bear who wrote (2897)	11/18/1997 12:45:00 AM
From: Bill Harmond	Read Replies (3) \| Respond to of 27307

While annual comparisons show considerable growth in ad revenue over last year, month-to-month growth has been far more conservative. The number of advertisers on each site is remaining fairly constant, as is the number of campaigns. Yahoo! kept its stranglehold on the top spot among ad-supported sites last month with $5.7 million in ad revenue, up 128% from October 1996, but up only 3.6% from $5.5 million in September 1997, according to EAMR estimates. ...Excite is Yahoo's closest competitor in ad revenue, having generated $4.5 million last month, up 125% from October 1996 and up 25% from $3.6 million in September 1997. The reported sequential monthly growth is a concern. I don't quite understand why MC can say that Yahoo's Sept/Oct growth is 3.6% and Excite's is 25%. That seems odd, and I don't know MC's methodology. I doubt that these are actual numbers reported from the companies involved. That would be corporate insanity. Additionally, MC hedges bigtime with their follow-on statement saying, "the number will continue to increase dramatically as advertisers begin full execution of their fourth-quarter campaigns." A 3.6% increase from a seasonally-weak third-quarter month to a seasonally-strong fourth-quarter month seems really implausable. I've been around the advertising business too long for that to square. October is one day (or 3.3%) longer than September to boot. That would mean Yahoo's revenues were essentially flat. Net-net, I don't see Excite suddenly nearly matching Yahoo's monthly billing, and/or the numbers don't include commerce fees and revenue sharing. In any event, time will tell.