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

To: Bill Harmond who wrote (10337)	4/19/1998 9:04:00 PM
From: Keith J	Read Replies (1) \| Respond to of 27307

William, What's the source on the 83% figure? The company, or people's estimates. At least for the March quarter, it looks like it's closer to 88%. My analysis/estimates: Pages view per month: 75 MM Jan, 85 MM Feb, 95 MM March. Total quarter page views = 7.65 billion page views. 77% of revenues for ads (of $30.2 MM) = $23.25 MM ads. Means each page view on average was worth $0.003039. I'm estimating an average CPM of $0.025 (or $25/thousand). To match this number means they are only selling about 12% of the pages. Even using a more conservative CPM of $0.02 would mean only 15%. FWIW. Oh, and I'm still in my hedge. And still very confused about this market action. <G> KJ