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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: Slumdog who wrote (20200)2/19/1999 9:58:00 PM
From: The_Guru_00  Read Replies (4) of 27307
 
<<I must ask you: how likely is it, do you think, that the proceeds of the recent sale of YHOO shares by Softbank will somehow circuitously appear on the revenue column of YOYO's next earnings report?>>

Virtually certain. However, they may start resorting to accounting gimmicks to get the money back from Softbank. The prior trade appeared quasi-legit because it was E*Trade buying an insane number of banner ads. (Obviously I don't think it was legit). They may get more creative.

In addition, keep your eye on the % of revenue coming from barter. They omitted this on the last quarter call. May be going above 10% with the NewsCorp (Fox) deal.

Guru

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