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

To: Bill Harmond who wrote (7995)	3/8/1998 2:14:00 PM
From: TheBigB	Read Replies (1) \| Respond to of 27307

Michael - WIlliam : I think that The execs clearly mentioned in the analysts call that they are not counting swaps and self ads as revenue. The YHOO management team seems quite competent and I am not convinced that they will do any creative accounty willy-nilly. William : the biggest fallacy of assuming that YHOO has it made is that assuming that YHOO will get a huge chunk of ad revenues on the net. The pie is big - but YHOO will not by itself get - say 20% of the Pie when it is all divided up. That is the biggest fallacy of the report on www.ms.com. Think of how you spend your time on the net. Yes, we give YHOO a lot of hits but I spend a majority of my time on special interest sites and only go to YHOO when I either want to search or when I know that it's content is better than other special interest sites. I find that this is so only rarely. For eg : The Yahoo message boards on stocks are useless. So I spend time on SI. I find YHOO has no discussion on financial news by columnists etc : so I go to wsj.com, barrons, smartmoney and thestreet.com. Sometimes to forbes.com. This is very similar to how all people browse. What Yahoo has going for it is that it grabbed a big chunk of the ad spending in the fist few months. This will change. There are companies like lot21.com and flycast.com and doubleclick.net and matchlogic.com and linkexchange.com that will bring together varied sites that are special interest and educate advertisers on how they can get better targeting of advertisements by advertising on special interest sites. This means that you will find YHOO's share of the pie will decrease. I do agree that the pie is still quite large and YHOO will thrive but to compare it with AOL or MSFT is not appropriate. Atleast - not until it has proven it can bring in - say half a billion $ in revenue. BTW : I remember your saying that MSFT will be $800 Billion in market cap and that justified a market cap of $80Billion for YHOO. I think that's simply preposterous. MSFT will never be more than $400 Billion if that. But that's another story ....

To: Bill Harmond who wrote (7995)	3/8/1998 4:05:00 PM
From: wmf	Read Replies (1) \| Respond to of 27307

just wait for the time when the float gets widened from the current 6 million to the 40 million which represent all of YHOO ...