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

To: Oeconomicus who wrote (11264)	6/21/1998 10:53:00 PM
From: OtherChap	Read Replies (1) \| Respond to of 27307

Yahoo knows that disney's valuation of SEEK was probably correct, and that has likely caused any existing yahoo/whoever partnership offers to come down dramatically in price. Yahoo execs can't sell all their shares for years anyway- and the last thing they want to do is spend the left of their lives fighting shareholder suits if yahoo "surprised" the street and posted a loss. Even top yahoo execs express disbelief at the value of their stock. Monday should be the beginning of the elevator down.

To: Oeconomicus who wrote (11264)	6/21/1998 10:55:00 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 27307

>>Hard to grow revenues in the eye-ball biz if you aren't attracting additional eye-balls. Hello? Sure it is, even if they weren't growing page-views. In advertising, Yahoo goes 85% unsold. Then there is e-commerce. Web traffic is doubling every four months. Do you honestly think Yahoo's traffic has stopped growing?

To: Oeconomicus who wrote (11264)	6/22/1998 12:55:00 AM
From: Mark Myword	Respond to of 27307

>> BTW, based on RK's most recent numbers, a slowdown in revenue growth seems perfectly reasonable to expect. Hard to grow revenues in the eye-ball biz if you aren't attracting additional eye-balls.<< Could it be that rates for the ads are dropping , as the advertisers realize that "hits" don't equate to "dollars" ? Once the initial fad passes , the people actually paying for net ads with CASH (as opposed to stock or other daisy-chain tie-ins), will have to see some sort of return for the money. Maybe revenues are sinking 'cause the dog just won't hunt anymore. BTW , this analysis applies to companies that actually earn money in a business. The netdogs that use IPO money to goose each other's revenue streams will be able to play the game 'til the money runs out.