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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: J Krnjeu who wrote (25640)7/7/1999 5:11:00 PM
From: Teflon  Respond to of 74651
 
JK, it's actually a terrific report. This is exactly what I expected from Koogle and Co this Q. They had no choice, the Street killed the stock over the past three months. The issue is the Street. YHOO did the exact same thing last Q (beat estimates), and if people remember, YHOO traded up 7 points in after hours trading after last Q's release, but then the next day sold off and has not recovered since.

DO NOT TAKE THIS YHOO REPORT AS A GIVEN FOR THE MARKET TO REBOUND.

That would be a big mistake. Believe me, I more than anyone want this tech market to take off. My recollection of history, however, forces me to be wary.

Teflon



To: J Krnjeu who wrote (25640)7/7/1999 5:30:00 PM
From: Teflon  Respond to of 74651
 
One last note on YHOO's press release:

"We believe Yahoo will have another strong quarter,'' wrote Merrill Lynch & Co. Internet analyst Henry Blodget in a note to clients last week. He recommended that investors focus on revenue, earnings per share, page views and operating margin. Blodget noted that he expects $103 million in revenue for the quarter.

YHOO reported revenue of $115MM. This was a terrific report.

Teflon


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