Stock Attack II - A Complete Analysis Message Board

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Strategies & Market Trends : Stock Attack II - A Complete Analysis

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To: Susan G who wrote (34051)	4/10/2002 5:28:42 PM
From: Paul Shread	Read Replies (1) of 52237

JPM, AXP and C are the Dow's financials, and they didn't contribute to the rally. Good catch. Briefing on Yahoo: 17:08 ET Yahoo! appears to guide revenues up slightly ex-HOTJ (YHOO) 18.44 -0.02: -- Update -- To get an idea of how much Yahoo is really guiding revenues higher vs estimates (as opposed to revising up due to the HotJobs acquisition), we can compare the new Q2 guidance of $205-225 mln to four analyst estimates that do appear to include the acquisition and produce a consensus of $210 mln. If you take the $215 mln midpoint of the guidance range, it appears that only $5 mln of the upward guidance is "real" and not due to the acquisition. 16:56 ET Yahoo! revenues benefit from HOTJ acquisition (YHOO) 18.44 -0.02: -- Update -- It appears that Yahoo's Q1 revenue upside and upward revenue guidance for the rest of the year were due in large part to its HotJobs acquisition, which was not included in most analysts' estimates. We are still trying to work out the numbers to discern how the revenue numbers compare to estimates on an apples to apples basis

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