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Technology Stocks : All About Sun Microsystems

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To: Charles Tutt who wrote (36320)	10/10/2000 7:10:47 PM
From: QwikSand	of 64865

CNBS had a report on the Yahoo CC. They broke out their advertising revenue numbers in detail for the first time. The percentage of dot-com's among their advertisers decreased YoY from 47% to 40%, and the "financially questionable" percentage of advertisers is around 10%. Analysts are worried by those numbers because they think that even 40% "non-financially questionable dot-com's" is too high a dependence on an industry that's still burning cash and chasing capital and profitability, and is likely to cut marketing costs (i.e. Yahoo banners) in the process. Plus there was one top-line number that I didn't catch that was 9.5B instead of 10B. In other words, Yahoo was one of those increasingly numerous situations where if you look at one number everything is ok but if you look at the big picture it isn't. The same analyst talked about LU. The way she spun it the problem wasn't NT, it was LU management's inability to execute. It was (ahem) LU management's inability to get new products out on time. --QS

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