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To: pater tenebrarum who wrote (77409)	11/30/1999 7:23:00 PM
From: KeepItSimple	Read Replies (2) of 86076

>take out the interest earned from their earnings report and make a >guesstimate of the ad banner swaps and you'll see there's not much left >to write home about. But the concept of interest income from their secondary offering warchest, and "imaginary" revenue from ad-bartering, are FAR too complex for the average investor who just learned how to pull up the yahoo homepage. There is no way they will EVER understand that yahoo as a business is STILL STILL LOSING MONEY! Last quarter, take out income from operations, and assume a paltry 5% in ad-swap revenue, and they're in the red! Btw- does anyone think it would be possible to "extract" the amount of ad-bartering done by various internut companies? I know for example, with Lycos' quarterly statement last month, it was VERY suspicious. Their "revenue" doubled, but astonishingly enough their earnings per share was exactly the same as last quarter, and their marketing expenses were actually LOWER. You do the math- it looks like they are cooking the books to the tune of 50% in the revenue pile. Anyone interested in helping me dig into the books of the rest of the usual suspects?

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