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

To: B. A. Marlow who wrote (1192)	4/13/1999 9:36:00 AM
From: Sam Citron	Respond to of 1260

When's the earliest date MSFT could announce a settlement? I have no specific information and could not begin to intelligently speculate on when a settlement might be achieved, Marlow. But the literal answer to your question is now. If MSFT announced this deal, would it sell off ... as much as 15-20 percent? No, I do not think so. But it would certainly become a much more volatile stock. My impression is that MSFT has been much more focused on a transactional revenue model rather than an advertising sales revenue model. But I think Yahoo will move more into transaction space just as MSFT will move more into advertising sales. BTW, I very much like the approach taken by CBS and other TV networks of trading advertising slots for immature internet equity. Sam (disclosure: long MSFT, CBS, inter alia)