SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 176.12-1.8%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Wyätt Gwyön who wrote (76251)7/11/2000 5:28:09 PM
From: foundation  Read Replies (1) of 152472
 
"Why do you say that, they sold off today and are kicking ass in after hours."
----------

YHOO now up 12 after hours to 117.... Shorts covering....

YHOO is no longer a concept stock - and their concept is old hat for momentum players - like playing AOL. It's not fiber, not bandwidth, not even infrastructure or wireless. YHOO is OLD.

For old tech, beating by 2 is OK, but .12 still makes YHOO too expensive post bubble (for old tech).

Then there are the concerns about ad revenues... Conference call ongoing...

Margins were close to expectations but not great.

Page views are in line - but who cares anymore.

Great earnings and guidance for this quarter are already priced in. ORCL made this very clear.

Gonna get mowed down tomorrow.

That's my take...

regards,
blg
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext