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

To: roger who wrote (7360)	2/15/1998 12:12:00 PM
From: Keith J	Respond to of 27307

AOLers using the AOL browser (which is a version of MSIE) go directly to AOL NetFind (powered by Excite) when they hit the search button. In regard to lower CPM rates, you could look at it two ways. Either advertisers can spend the same amount, and get more coverage (both within a certain site or by spreading among more sites); or you could keep the same coverage and spend less. It may be a plus to YHOO in some respects, but is negative in others. And AOL is not sold out either, although I have no estimate on their percentage sold. But, unlike TV and other media, ad rates are falling instead of going up. Regarding YHOO overtaking AOL in terms of ad revenue. AOL reported about $110 million in non-subscriber revenue for the December quarter. While this includes many separate items, it's all non-subscription based. YHOO reported $25 million in revenue for the same quarter. To me the question is, which one is more overvalued at current levels, AOL or YHOO. Guess time will tell. KJ