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To: Bill Harmond who wrote (7519)	2/20/1998 1:48:00 AM
From: TheBigB	Read Replies (1) \| Respond to of 27307

Sequoia + Bankceo Sequoia has only unloaded a small fraction of their shares yet. I think what is being refered to here is the fact that it looks like some of these shares are being distributed to each of these partners. The number of shares distributed appears to be closer to 400,000 or 500,000 rather than 2.4 million ! And they may not have been sold yet. Also - bankceo : I'm not a Bull on YHOO but you're a difficult guy to understand. No matter what is reported or what happens, you are apt to tell someone to but PUTs. You'll just end up misleading people with crappy advice like that. Please digest facts before dispensing advice so liberally. I am sure if you keep saying that it will go down - one of these days it will. But your timing is lousy. You have been claiming that it is about to shoot downward for the past 2 months now In fact, I was influenced by the following stupid message from you: Message 3172303 and lost a few thousand dollars. Never again will I be misled by an opinion on SI and definitely not by you. You did mention that you are an EX-Bank CEO. Did you by any chance run a Savings & Loan Thrift in the 80s ???

To: Bill Harmond who wrote (7519)	2/20/1998 9:22:00 AM
From: Bob Trocchi	Read Replies (1) \| Respond to of 27307

William. I have gained a great deal of respect for your overall knowledge and in particular your knowledge of advertising. I found an article this a.m. describing how Amazon has just completed partnerships with 30,000 web sites. cbs.marketwatch.com These partnerships work as follows: Web site puts the Amazon link on their site and if sales are completed from that link, Amazon pays them 15% commission of the sale. This eliminates any advertising revenue from the 30,000 sites from Amazon and Amazon only pays when a sale is made. I have no clue if YHOO is one of the 30,000. Questions: Do you think this idea will spread? Will this impact Ad revenue for Yahoo/AOL? This will not IMO impact revenue in the short term. My interest is in the 2-3 year window Bob T.