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To: Sonny Blue who wrote (10951)6/1/1998 6:38:00 PM
From: Robert Sievers  Read Replies (2) | Respond to of 27307
 
Now that the stock is starting to slip, I think it's time to look for a split announcement. The company will probably post it right near the time they pre-announce next quarter. What makes more sense from YHOO's perspective? Before or after the earnings disappoint pre-announce?



To: Sonny Blue who wrote (10951)6/1/1998 9:49:00 PM
From: Bill Harmond  Respond to of 27307
 
I don't follow the radio broadcasters, though I have friends who work for some of them, and they say the companies are doing well.

One thing that bothers me is the prices these guys are paying for stations recently. There are all sorts of economies of scale that work for them, but a cyclical down-turn in advertising spending could cause a squeeze. My friends on the TV side are concerned (more than usual) about this upcoming season's spending.

I don't know the economics of satellite radio, but not having commercials doesn't seem a good enough reason to subscribe. Local news and traffic reports are important programming.