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

To: Jorge who wrote (14613)	10/10/1998 10:05:00 PM
From: Moominoid	Read Replies (1) \| Respond to of 27307

Well, we'll see who's right. He seems pretty certain. I am much more doubtful. My short positions are always very short-term plays. I don't stay short a stock on some fundamental theory. David

To: Jorge who wrote (14613)	10/11/1998 2:47:00 PM
From: Dave Mansfield	Read Replies (1) \| Respond to of 27307

Let's face it, any estimation of the amount of advertising revenues Yahoo gets in the future is a crap shoot, a stab in the dark. It is dependent upon the amount of competition that enters this market, it is dependent on the effectiveness of the internet as an advertising medium. Where is this going? Nobody can be sure. But according to your post, Mr. Benjamin predicts advertising revenues within the United States of $6 billion in 2001. Is that all advertising revenue or Internet revenue? If it's all revenue, to assume Yahoo will garner in excess of 10% all advertising dollars is pretty bold. Those dollars are going to network and cable TV, radio, thousands of newspapers, hundreds of magazines, billboards, stadium and other public and private building advertising. 10% of that? I'd be surprised if the Internet industry gets 10% of that, and then that will be split up amongst all the Internet companies. Again, this is a crap shoot and I guess that Mr. Benjamin's predictions are overstated by a factor of greater than two. We'll see. Dave