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

To: Michael Collings who wrote (6482)	1/14/1998 9:57:00 PM
From: Oeconomicus	Read Replies (2) \| Respond to of 27307

Conf. call playback: corporate-ir.net Bob

To: Michael Collings who wrote (6482)	1/14/1998 10:05:00 PM
From: Keith J	Respond to of 27307

RelevantKnowledge also shows a very small increase in unique users, not only for YHOO, but most other major sites in the last few months. I would think Asia, Yahoo Classified, Yahoo Personals, and the stock quotes being checked frequently (especially in October), not to mention the Christmas holidays, contributed to the increase in page views. Oh, and I think Yahoo chat sucks, compared to AOL chat. I need to look at Excite chat to see what it's like. I still think Yahoo Online won't be that big a deal, and we don't yet know how that is structured financially. AOL is working on 4.0 for release this year too. BTW, if XCIT can do anything similar in terms of revenue growth (they inked a lot of deals like YHOO did that would kick in last quarter too), but keep the expenses down, they will have a very nice earnings (loss) suprise. Estimates are 24 cent loss - and they only lost 23 cents last quarter (excluding a special charge), I wouldn't be suprised to see a single digit loss. I'm hedged -- XCIT long, YHOO short. Will see how it works out. KJ