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

To: Dave Mansfield who wrote (21324)	4/10/1999 12:24:00 PM
From: Vendit™	Read Replies (1) \| Respond to of 27307

Dave why do you think those two mergers will have a negative effect on Yahoo's earnings? They obviously do not take into account the negative effect on earnings the upcoming merger with Geocities and Broadcast.com will have. *The company also keeps thinking ahead. Though considered a fairly conservative firm at least by Internet standards, Yahoo has been on an acquisition binge of late, parting with around $10 billion of its stock to add home-page site GeoCities and streaming-media supplier broadcast.com Inc. Understandably, that made investors wary: After all, those two companies fit the revenues-without-profits Internet model perfectly. But Yahoo used its earnings release to offer investors reassurance on that score, saying the two acquisitions would be neutral to positive earnings-wise this year. Adding broadcast.com should offer Yahoo short-term and long-term advantages. Short-term, it diversifies Yahoo's revenue stream, adding broadcast.com's corporate-contracts money to Yahoo's ad dollars; Yahoo knows perfectly well that there are still plenty of doubts about Internet advertising's effectiveness. Long-term, the deal could be another instance in which Yahoo beat its competitors to the punch. As the search engines have evolved into portal sites, Yahoo has generally been first in adding new features, whether those features were news, free e-mail or Internet access. (And when it hasn't been first -- it wasn't first to acquire a home-page site -- it's been aggressive: When Yahoo acquired Geocities, it was the third-most-visited site, behind AOL's and that of Yahoo itself.)* Message 8820242 Thanks Vendit