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

To: Doug Fowler who wrote (9525)	4/9/1998 3:24:00 AM
From: Bill Harmond	Read Replies (1) \| Respond to of 27307

Doug, Listen to the conference call. Revenues up, expect share of revenues up, page views up, expect share of page views up, net margins up, CPM's up, DSO's down, $17MM positive cash flow. First quarter reflected seasonality as previously indicated. Advertiser count down 100 to 1,600 due to small 4thQ-only Christmas advertisers. Average advertising budget up in Q1. Expect seasonal reacceleration in Q2. Awesome, disciplined performance.

To: Doug Fowler who wrote (9525)	4/9/1998 7:31:00 AM
From: JR Medlar, 2nd	Read Replies (1) \| Respond to of 27307

YAHOO! On-Line. Let's not fail to take a look at the BIG PICTURE here. Yahoo's on-line service, only $14.99/month by the way, is sponsored in major part by MCI. Who is going to own MCIC? WORLDCOM COMMUNICATIONS INC. So, may I suggest the following equation: YHOO + MCIC + WCOM = MAJOR FUTURE PROFITS. Just an opinion, am I that off base? Later, JR

To: Doug Fowler who wrote (9525)	4/9/1998 7:40:00 AM
From: David Su	Respond to of 27307

Although you only see $30M this quarter, I don't think at this stage for this young company, earning is not the only goal. There are many things going for Yahoo, and we can easily see the profit going to be increase many folds in the months and years to come. If I am calling the shots at this stage of game, I'm more concern with getting market shares and alignment with partners. It appears that Yhaoo is doing the right things right now, such as: issuing credit card, providing dialup service, publishing magazine, provides one stop shopping, attracting news members and much more. All these expansions I believed are far more important than just making the revenue at this time. Investors are going to look at the revenues, but position yourself to be the next millennium's bellweather stock is far more significant than just making number. I'm long in this stock, and I do see some profit taking in the near term. I will sell my position if the price is right. But until there is a fundamental shift, Yahoo will be the leader of the pack into the 21st century.

To: Doug Fowler who wrote (9525)	4/9/1998 12:53:00 PM
From: Jim Patterson	Respond to of 27307

re: 95 million page views a day. That is impressive. But why aren't their sales higher? And why only a 20 percent growth in sequential revenue when page views were up 45 percent? At once cent per page view (and Yahoo often charges much more, as much as five cents per page view), the number would be $90M per quarter. I find this the most interesting point. I will add, E-commerce added 6.6 million in Q1 vs 3.8 MM in Q4 25 MM revs - 3.8 in Q4 = 21.2 MM revs from Advertising. 30.2 MM revs - 6.6 in Q1 = 23.6 MM revs from advertising. That is only an 11% increase in add revenue on a 46% increase in usage. Second, despite the wonderful E-Commerce revenue growth, and the percieved quality of this revenue, If users bookmark the comerse sites, theis revenue could dry up quickly. Is this important, or am I missing the big picture. Jim