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

To: Bill Wexler who wrote (4004)	12/9/1997 6:26:00 PM
From: Bill Harmond	Respond to of 27307

We've covered this. Yahoo doesn't have AOL's network and SG&A expense either. >>I can guarantee you that those newsfeeds and content doesn't come for free. From April 1996 thru September, 1997, Yahoo burned $6 million including monies paid to Netscape. The content obviously isn't that expensive. >>More and more web sites are coming on line, and nearly every major site now sells advertising space. So what? Yahoo has the 17 million user reach, Joe's website doesn't. Joe's website, or even Time Warner's Pathfinder for that matter, can't offer a multi-language, multi-national advertising schedule either. >>Just a short time ago, AOL was trading in the 20's, making it less expensive than the current Yahoo. What does that have to do with anything? AOL's price decline was due to their conversion to fixed-price unlimited usage and an advertising model. The run from the low 20's to 80 is due to the fact that the advertising model is viable. In addition, AOL's reach is limited by the growth of its subscriber base, while many AOL subscribers are Yahoo users. Yahoo's user base is growing faster than AOL's.