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

To: Zebra 365 who wrote (8027)	3/8/1998 8:34:00 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 27307

AOL doesn't own the ISP business any longer. They get some revenue from it and service it, but the majority of the fees go to WorldCom now and AOL keeps some. AOL sold their network to Worldcom last year as part of the CompuServe acquisition, so Worldcom is the real ISP there. AOL likes to talk about their dual revenue stream, but AOL's real growth is in advertising and commerce which is smaller but, like Yahoo, is growing faster than AOL's net subscriber revenue. Yahoo's deal with MCI is a parallel to AOL. Yahoo keeps part of the montly fee too. From all this it's easy for me to see why Yahoo's stock is appreciating a bit faster than AOL. Yahoo's business is concentrated in advertising and commerce which is a smaller portion of AOL's business, but is faster-growing.