Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Michael Collings who wrote (6489)	1/14/1998 10:52:00 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 27307

Internet advertising industry-wide grew to around $600 million from $200 million in 1996. Yahoo revenues in Q4 exceeded revenues for all of 1996. Yahoo advertiser count 1,700 Q4 vs 1,200 Q3. CPM's stable in upper end of $20-25 range. Yahoo getting premium to industry because of better tracking and authentication. DSO's better than industry. Operating leverage expanding. Tax rate guidance for 1998 20%. Expect some seasonal weakness in Q1. Web now has 800,000 links back to Yahoo services vs 500,000 last quarter. Yahoo mail has 2.5 million registered users, of which 700,000 came with Four11.