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To: Bill Harmond who wrote (31453)	12/28/1998 5:56:00 PM
From: The_Guru_00	Respond to of 164684

They went from 1% in the second quarter to 8% in the third quarter. This is fact. This $4.5 million in third quarter revenue accounted for 33% of the sequential growth, was solely responsible for Yahoo beating street revenue and earnings estimates, and should concern you if you are long at a $30 billion value. Guru.

To: Bill Harmond who wrote (31453)	12/28/1998 6:01:00 PM
From: The_Guru_00	Read Replies (3) \| Respond to of 164684

In addition, no analyst is aware of this for two reasons Generally, they can't tell their ___ from a hole in the ground. Note Meeker saying that "revenue hasn't caught up to their importance yet". Give me a break And, management did everything humanly possible to hide it. They made no reference to it on their call and they filed it deep, deep, deep in their 10-Q. They did a pretty good job as evidenced by the fact that you still can't get the numbers straight after I told you where they were. Guru.