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To: Terry Whitman who wrote (9603)	3/31/1999 7:16:00 PM
From: J. P.	Read Replies (2) \| Respond to of 99985

<<here are the 9 month cycle bottoms since 1995: JULY 99 OCT 98 JAN 98 APR 97 JULY 96 OCT 95 JAN 95 >> If you follow the pattern Jan, Oct, July, April :-) More food for thought, did you see that E-machines broke into 4th place, almost tied with IBM for retail PC sales? With under $600 PC's gaining that kind of share (and forcing the bigger companies to react also), can it help the forward earnings of the PC technology infrastructure?

To: Terry Whitman who wrote (9603)	3/31/1999 9:28:00 PM
From: Les H	Read Replies (2) \| Respond to of 99985

Yahoo expected to buy Broadcast.com, sources say (Recasts, adds details) By Andrea Orr PALO ALTO, Calif., March 31 (Reuters) - Internet media group Yahoo! Inc.(Nasdaq:YHOO - news) is expected to announce a deal Thursday to buy Broadcast.com Inc.(Nasdaq:BCST - news), sources close to the company said Wednesday. Yahoo declined to confirm that a deal was about to take place. Speculation has been circulating for over a week and intensified Wednesday after CNBC reported a deal worth $5.7 billion was imminent. Shares of both companies were halted on Wednesday for news pending, and analysts say Yahoo has scheduled a conference call for Thursday morning. In an earlier report, CNBC reported the deal would be worth $4.4 billion. The higher price later reported would mean Broadcast.com would sell at a premium to its current stock price of around $118 a share. A Yahoo spokeswoman said there would be no announcement Wednesday but would not comment on whether the acquisition would be announced Thursday. Broadcast.com, the Dallas-based online company that airs everything from presidential speeches to lingerie fashion shows on the Internet, could help Yahoo expand its mostly text services to include audio and video. ''It will be a pretty neat deal from Yahoo's perspective,'' said Lanny Banker of Salomon Smith Barney. ''They are seeking other platforms to distribute content and Broadcast.com is a really tight fit -- in terms of content, audience and technology.'' Most Internet users still can not easily access the ''streaming video'' offered on sites like Broadcast.com. To do so they need broadband or high-speed Internet service. But the ranks of consumers who have broadband Internet access are growing fast and constitute a market that analysts say cannot be ignored for long. Although Yahoo is the most popular Internet portal, some critics say that its content has been looking more humdrum compared with what some other sites are offering and that it has trailed others in offering more varied media. AtHome Corp.(Nasdaq:ATHM - news), which delivers the broadband Internet service that enables consumers to view video online, earlier this year agreed to buy Excite Inc.(Nasdaq:XCIT - news) in a deal that will likely give media-rich services a higher profile on the Internet. Other Yahoo rivals including Snap.com, the portal jointly owned by CNET Inc. (Nasdaq:CNET - news) and General Electric Co.'s (NYSE:GE - news) NBC are aggressively gearing up for the growing demand for media-rich services. Snap recently overhauled its Internet portal to feature video and interactive features. Many advertisers are also seeking ways to place interactive and video promotions on the Internet, which they believe will be vastly more effective than the plain ''banner ads'' widely used today." Although terms of the Broadcast.com acquisition are still unclear, Yahoo is widely expected to buy the company in a stock transaction.