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Technology Stocks : Jimbo's Playhouse/CPQ -- Ignore unavailable to you. Want to Upgrade?

To: Kenya AA who wrote (2751)	7/7/1999 1:31:00 PM
From: fooledalot	Read Replies (1) \| Respond to of 12662

K, This article from EarningsWhispers.com more or less reflects the major sentiment that I have heard re today's Yahoo report. It is pretty much a given they will meet the $.08 "expectation" number. But to really boost the market they will have to meet or exceed the $.12 "whisper" no. I hope they even do better. Any thoughts on their revs? Earnings season begins next week, which means everyone will be watching Yahoo! (YHOO) for a sign of how the Internet stocks will perform after nearly a dozen companies warned yesterday and a few have warned today that earnings will fall short of their estimates. There really aren't many people questioning whether Yahoo will beat the consensus estimate of $0.08 when they release earnings after the bell on Wednesday. The question is, how much will Yahoo beat the $0.08 estimate. There is not a single analyst that we've heard from, either directly or indirectly, that thinks Yahoo will fall short of the $0.08. In fact, most have been increasingly optimistic over the past 10 days or so. The whispers primarily range from $0.09 to $0.12, with most expecting $0.10 or $0.11. It is surprisingly similar to last quarter, where the estimate increased during the quarter from $0.06 to $0.08 and the whispers where as high as $0.12. Our Earnings Whisper number last quarter was $0.10 and Yahoo reported earnings of $0.11. We've conservatively set our Earnings Whisper ä number at $0.10, but don't be too surprised to see Yahoo post earnings of $0.11 per share again. Anything above $0.11 will be a big surprise. Analysts might not be focusing as much on earnings this quarter though. The focus will likely be on revenues where most expect the company to have revenues in excess of $103 million for the quarter. You may listen to Yahoo's conference call online beginning at 5:00 PM EST at webevents.broadcast.com