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

To: fut_trade who wrote (4365)	12/13/1997 7:00:00 PM
From: Bill Wexler	Read Replies (2) \| Respond to of 27307

<<According to an interview with Jerry Yang, the number of active advertisers is doubling every year.>> Really? How much is each advertiser spending? How many have signed on for long term campaigns? How many have left? What about the competition? Jerry needs to go back to Stanford to learn that extrapolating from 2 data points doesn't a long term trend make. Funny how we keep going back to talking about their advertising revenue when the stock is flying on speculation that Yahoo will be the global internet media leader.

To: fut_trade who wrote (4365)	12/13/1997 7:05:00 PM
From: StaggerLee	Read Replies (2) \| Respond to of 27307

Here's a legitimate question: Where is the growth to come from: More pages, or more ads per page, or higher revenues per ad? I can see more pages, but I have to believe the "prime" pages are already here, e.g., stock quotes page, search engine page, etc. I can't reaLLy see more ads per page, without cheapening the product. Ad rates wiLL certainly go up, like aLL ad rates. But not by $100% per year, and certainly not enough to justify these valuations.