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Strategies & Market Trends : Yahoo and other bubbles...when will they burst? -- Ignore unavailable to you. Want to Upgrade?

To: Dave Mansfield who wrote (133)	4/8/1999 10:18:00 AM
From: Techperson	Read Replies (1) \| Respond to of 139

Yahoo March page views up 41.7% versus December. Revenues up 12.7% for the quarter. Therefore, revenue per page FELL 20%! This is not supposed to happen. Did they have to cut ad rates? Was it a collapse in ecommerce? Only "softball" questions on the conference call from the internuts. Henry Blodgett of Merrill lynch says Amazon will report $276 million in revenues for March versus $253 million in December. That's an annual growth rate of 44%. I think they could be sequentially DOWN. That's when the bubble bursts.