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Technology Stocks : Broadcast.com (Acquired by Yahoo) -- Ignore unavailable to you. Want to Upgrade?

To: neverenough who wrote (984)	3/28/1999 5:00:00 AM
From: B. A. Marlow	Read Replies (2) \| Respond to of 1260

Workin' overtime as usual, Bong?! Tell ya what. Assume all BCST users are YHOO users. Then, overlook that BCST's users are very "sticky" while YHOO's are, er, not so "sticky." And while at it, might as well ignore the observation that YHOO doesn't offer much multimedia, and none under its direct control. Question is, should YHOO let BCST's users go to AOL for multimedia? Or ATHM/XCIT? Or, gasp, Vulcan Ventures?! Don't think so! So the question of "unduplicated users" resolves itself. One needs to regard multimedia streamers as unique visitors and decide whether those eyeballs have value quite apart from their "flat portal" value. Answer is manifestly affirmative. Moonshot. Game over. BAM P.S. What a team!