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Technology Stocks : Netscape - the REAL blockbuster?

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To: White Shoes who wrote (31)	7/6/1998 12:39:00 AM
From: Stephen How	Read Replies (2) of 137

[Yahoo! revenue] better happen and happen good because the company is valued EXTREMELY HIGHLY and has factored in an incredible amount of this already. Yep. They have been exceeding "expectations" for the last few quarters, because the bar was so low (.04/share last Q, which they beat with a 100% upside "suprise"). Soon, YHOO earnings forecasts will be in the $.20/share range, which they could easily miss with the pure "advertising" model (clicks and such). It may be a good idea to short YHOO when real earnings are expected, but YHOO could come through and burn the shorts again. I still like the NSCP play as "the next YHOO". I'm saying it's a play based on market psychology, not fundamentals. We'll see how far that story goes. I'm long 8 contracts of Jan 40's, tho I might convert them to 10 contracts Jan 30 tomorrow morning. Steve

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