<<By what measures ought Lycos be selling at 1/2 of Yhoo. what is your reasoning?
>>
OK, seems indisputable that they are in the same biz. Assuming you agree, then...
(all financial data from Yahoo Finance site, which might be close, who knows?)
Book value: Lycos:$7.29/share Yahoo: $4.44/share
Sales: Lycos: Lycos $2.06/share Yahoo: $1.58/share
Sales growth latest qtr versus year ago: Lycos: 166%, Yahoo: 196%
Cash: Lycos: $3.28/share Yahoo: $3.94/share
Projected 5-yr EPS growth: Lycos 54%, Yahoo 60.2%
OK, based upon just these numbers, Lycos is probably worth more than 1/2 a Yahoo, but the evaluation has to include eyeball count, too. Unfortunately I have to head off for a while. When I get back I will follow up with some eyeball count stuff. |
