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To: James Young who wrote (15396)11/22/1998 11:00:00 PM
From: phbolton  Respond to of 27307
 
my guess is it will give the stocks a good sized boost even though it is not good news for yahoo etc as the combo will be a better competitor



To: James Young who wrote (15396)11/23/1998 2:09:00 AM
From: ed  Read Replies (1) | Respond to of 27307
 
This is a very bad news for Yahoo !!!!!!!!!



To: James Young who wrote (15396)11/23/1998 3:06:00 AM
From: SI Brad  Respond to of 27307
 
Yahoo is trading at $196 overseas as of 3am Eastern.

It's up about 6% to $333DM in the UK, but part of that is Friday's gain on the U.S. market.

($333DM x 0.59 U.S./DM = $196 U.S.)

finance.yahoo.co.uk*F



To: James Young who wrote (15396)11/23/1998 3:45:00 AM
From: Webfoot  Respond to of 27307
 
NetCenter was rated #1 for page views last two months and AOL has over 15 million real, paying subscribers (i.e. real names and credit cards, not like Yahoo's large component of fictional names).

Given that Yahoo's Market Cap per user is over $740 (for its 26.4 million TV Guide "users"), where 2nd place AOL's market cap per user is around $170 (for a verifiable 15.2 million users), it seems to me that either Yahoo is poised to hit the skids or AOL has a shot at achieving the totally unrealistic valuations we see today in YHOO.

Can't imagine why this would drive YHOO up ... it represents compeition much more serious than Microsoft (for the moment), and much more immediate.