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

To: Anthony Tsai who wrote (21037)	4/7/1999 4:58:00 PM
From: HECTOR RUBERT	Read Replies (3) \| Respond to of 27307

Selling was done prior to earnings...unlike last time....(read) Previously people that held got burned on YAHOO when it sold off after earnings. So, this time people began to sell off the stock coming into the earnings release. Now, Yahoo not only beat .08 estimates it also beat .10 whisper number. Yahoo beat revenue estimates...86m expected 75m Yahoo beat page views estimates...235m expected 205m If Yahoo can generate such strong revenues now ...can anyone estimate what their revenue growth would be like once they incorporate the Geocities and Broadcast.com acquisitions? These two income streams would only position Yahoo further ahead of the competition. Plus, look for the complete Yahoo network experience to be more media rich. They already have the eyeballs. But, with these acquisitions and a re-vamped site for rich media content look for Yahoo's audience to increase faster than the competition. Remember, Yahoo beat AOL in audience reach for March. I'm holding long at 202.56 and very please with the results. Hector