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

To: David Kaplan who wrote (9335)	4/8/1998 5:00:00 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 27307

First quarter is the seasonally weakest quarter for advertising, and fourth quarter is seasonally strongest. As I remember, last year Yahoo's sequential revenue increase was 10%. Yahoo is crossing 100 million page views, 30 million total US and 12 million registered members. Yahoo is a monster now. These results are just fantastic.

To: David Kaplan who wrote (9335)	4/8/1998 5:03:00 PM
From: Candle stick	Respond to of 27307

>>>One major concern, however, is the small sequential growth in quarterly revenues. A 20% growth in revenues was smaller than I would have anticipated. Does anyone have any thoughts?<<< Yes, this is definitely not fast enough sequential growth to support a 4.5 Billion dollar market cap, especially on such a small revenue number of 30 million. At this tiny stage of the game growth should be in the 100's %, especially now that the P/E can be calculated somewhere between 250-260 given this rate of growth.....this is actually a good number for the wall street pros to latch onto and finally have a reason to cut the stock price in half... For the record I currently have no position in YHOO.....;^)