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

To: Don Dorsey who wrote (21769)	5/16/1999 10:59:00 PM
From: howto	Read Replies (1) \| Respond to of 27307

I attended the YHOO stockholders meeting last Friday and I'll share a few observations. I own BCST but was allowed to attend the meeting: TK and other officers were very impressive and have good vision. Driving strategy is to be the only place you need to go on the net to get whatever you want. No exclusive deals,available on all platforms in all important counties in the world. International plans seemed far ahead of competitors. They understand and Wallstreet understands the expansion plans and short-term P&L hits to buy BCST and Geocities. There were about 200 in attendance. International revenue for YHOO will be larger than US in 2003. International growth % is also higher. All proposals on proxy passed, one of them was to increase the available shares to I think 400 million available. These would be used for upcoming purchases and potential stock split. There was no stock split at the meeting. A couple interesting Q&A: A rumor on ATT deal? TK said no comment but had to think and indicated YHOO had a good relationship with ATT. Q IS the company growing on internet time and how will the slowing of growth of EPS with recent acquisitions be managed? TK indicated the institutional investors understand and like the growth plans and know that some short term profits will be invested for longer term larger footprint on the web.