Altaba Inc. (formerly Yahoo) Message Board

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Technology Stocks : Altaba Inc. (formerly Yahoo)

AABA 19.63

0.0%

Nov 6 4:00 PM EST

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To: cellhigh who wrote (16226)	12/22/1998 4:26:00 PM
From: Smart Investor	Read Replies (1) of 27307

Rumor has it that YHOO will announce earning on Jan. 5. The estimate is $0.16/share, and the whisper number is $0.21-$0.25 per share. I do not know how reliable this is. As I mentioned before, we need to look not only the number but also the sources of its revenues and also margin. If the margin is declining, then it means the strong competition in the portal field is impacting YHOO, and we may see even lower margin in the future as competition is getting even more intense. If it again includes a large contribution by Softbank, it should be a serious matter.

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