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Technology Stocks : Altaba Inc. (formerly Yahoo)
AABA 19.630.0%Nov 6 4:00 PM EST
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To: Boplicity who wrote (224)1/15/1997 8:39:00 PM
From: Philip H. Lee   of 27307
 
Additional YHOO comments by analysts

1. Paul Noglows of Hambrecht & Quist.
From notes I took from Bloomberg's 12:51EST telephone interview of Noglows:

* Yahoo "blew away Street estimates."
* Said he was "particularly impressed by traffic and advertising gains."
* Cites as evidence Yahoo's increase from last qtr's 14 million page views per day to 20MM this qtr and increase in advertiser base to 550 from 340.
* Mentioned that the avg of the other major Internet search/directory sites is 7.5MM page views/day.
* Said that YHOO has the "busiest consumer site in Japan."
* Likes Yahoo's co-branding ventures with, among others, "MTV, The Motley Fool, and Women's Wire."
* Has 12-month "fairly aggressive" price target of the "mid-30s."
* Mentioned, however, that the "company has totally exceeded Wall St. expectations up until now," and he expects that to "continue."
* Said "expanding the brand" was secret of YHOO's success.

2. Jamie Kiggen of Cowen & Company
Source: Bloomberg. "Yahoo! Shares Rise on Better-Than-Expected 4th-Qtr Results." 12:10 EST.

* "We expected them to do well, but we had no idea earnings would be thing strong."
* Changed 1997 estimates to -0.05 from -0.14. Also expects profit in 97Q4.

Philip
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