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To: Michael Collings who wrote (8712)	3/23/1998 10:59:00 PM
From: phbolton	Read Replies (3) \| Respond to of 27307

if those numbers are right then (1) YHOO's revenues will be about 17-20 mil this quarter (2) YHOO has about 8% of the monitored ad revenue and share is dropping (3) YHOO is barely in front of excite and losing ground (4) YHOO's revenues will show a quarter to quarter decline of about 25% (5) since expenses are apparently growing YHOO may well report a loss this quarter

To: Michael Collings who wrote (8712)	3/24/1998 2:19:00 AM
From: Bill Harmond	Read Replies (1) \| Respond to of 27307

Michael, Be very careful with Media Central numbers. There were 10% fewer days in February than January, plus the Media Central numbers are estimates and are not based on figures reported by Yahoo. Yahoo does not report its monthly advertising revenues to anyone, let alone the media. Media Central's numbers show revenue up sequentially anyway. Revenues were supposedly $183,870 per day in January and $196,428 per day in February...an sequential monthly increase of 7%. That's triple-digit annual revenue growth. I remember debating this topic with Bill Wexler last Fall when Media Central supposedly showed a drop that ultimately proved untrue.