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Strategies & Market Trends : Roger's 1998 Short Picks
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To: Bob Trocchi who wrote (6641)4/9/1998 8:19:00 AM
From: Timoteo  Read Replies (1) of 18691
 
I shorted YHOO yesterday @ 98. Ultimately YHOO must generate a profit regardless of page views where few people read the ads. Though they have promising joint efforts with telecoms and banks YHOO must make a significant amount of money from advertising. To justify its current market cap, it needs to increase ad revenue 10 to 20 fold to have anything approaching a reasonable valuation. Their growth numbers indicate this is highly unlikely IMO.

Best Wishes,

Timoteo
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