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

To: David Kaplan who wrote (8919)	3/31/1998 9:37:00 AM
From: the Druid	Read Replies (1) \| Respond to of 27307

Both AOL and YHOO opened higher today. AMZN lower. Will this madness ever end?

To: David Kaplan who wrote (8919)	3/31/1998 9:49:00 AM
From: phbolton	Respond to of 27307

David K wrote "If Yahoo is so hot why are they only selling 20% of their inventory." The amount of "surplus inventory" is difficult to determine from public information. My guess is that Yahoo is collecting revenues from less than 10% of possible ad sites and Excite is doing a bit better at maybe 15%. I also guess that less than a third of the ads are sold at full fare and a third are demos. The surplus inventory on the web is not going to go away and it is going to keep prices down. There is no obvious limit to the number of web aggregators/sites/pages. There are more than 50 TV channels and as "web channels" cost a lot less there will probably be a lot more.