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Technology Stocks : Altaba Inc. (formerly Yahoo)
AABA 19.630.0%Nov 6 4:00 PM EST

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To: Jorge who wrote (14650)10/11/1998 10:46:00 PM
From: Dave Mansfield  Read Replies (1) of 27307
 
First, let me put this in a format easier to read:

From MSFT INVESTOR:
***************
Revenue - Quarterly Results ($ Millions)
FY (12/98) FY (12/97) FY (12/96)
1st Qtr 30.2 9.5 1.7
2nd Qtr 41.2 13.5 3.3
3rd Qtr 53.6 17.3 5.5
4th Qtr NA 27.0 8.6
Total 125.0 67.3 19.1

***************
Based on Revenues, The Direction seems clear. <<

Although FY 98 is not yet quite done, let's assume $65 for the fourth quarter.
That gives us $190 for the year. That's a 182% gain over the previous year.
Compared to a 252% increase over the year before.
Still outstanding growth, but decelerating.
And didn't somebody recently assume 200-300% growth over the next few years
to justify their expectations. Looks like we're already falling below that.
Here's a guess, just a guess of revenue growth over the next few.

98/99 150%
99/00 100%
00/01 75%
01/02 60%
02/03 50%

Great growth. There's not a single company out there that wouldn't be
delirious with these numbers. But still not enough to justify
YHOO's market cap.

Dave
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