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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: HG who wrote (16316)12/23/1998 3:05:00 PM
From: Smart Investor  Read Replies (2) of 27307
 
How about in January after the earning release ? I am looking for the following in the earning release:

(1) Earning per share at least $0.25,
(2) Increasing margin from last quarter's 31% to say 40%,
(3) Revenue increase at least 30% from last quarter. That is about
the same as last quarter.
(4) No large contribution from Softbank.
(5) No advanced booking. Some companies engage in advanced booking
to pop up the earning number. For example, X company sign a
contract with Y company this quarter for 3 years at a total cost
of Z. It is wrong for X company to include the total of Z in its
current quarter.

If YHOO can do this in January, then I will admit defeat and cover my short. However, if YHOO can not meet the above expectation, then we will see a big crash. A stock price of $250 and Price/Sale ratio of more 150 demands a lot on a company. There are not many company valued at more than 28 BILLION. This kind of valuation puts a lot of responsibility on a company. Playing tricks will not cut it.
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