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

To: fut_trade who wrote (4461)	12/14/1997 8:54:00 PM
From: LRS	Read Replies (2) \| Respond to of 27307

Do they have potential that is 7x greater than XCIT's potential? That seems like a bit of a stretch to me--they are growing at basically the same rate...YHOO has 18% more revenue--but to get there they had to secure double the page views and double the unique visitors of XCIT. Does this mean that there are diminishing marginal returns to additional page views and unique visitors? That does not bode too well for a hyper growth industry...... I am not talking about YHOO crashing and burning, I am assessing this situation the way most equity analysts ("buy side" analysts, not sell side) do when they try to figure out the competitive/economic situation in an industry.