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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Adelle who wrote (49110)	7/8/1999 3:19:00 AM
From: SMALL FRY	Read Replies (1) \| Respond to of 120523

Adelle, Adelle... We both have to change our routine... people are starting to take notice. <g> After the early euphoria in AM... up or down... I'll be watching: the watchlist plus INTM, NPLS, JNOT, CMTL and NEON for possible trades. They're looking very promising... JMHO, SF

To: Adelle who wrote (49110)	7/8/1999 4:27:00 AM
From: Jenna	Respond to of 120523

YHOO.. The number one portal site easily exceeded the $0.08 per share consensus estimate for its second quarter by posting a profit of $0.11 per share. The results exclude charges related to the acquisitions of GeoCities, Online Anywhere, and Encompass, while the acquisition of broadcast.com is anticipated to close in the third quarter. On a year-over-year basis Yahoo's growth looks rather impressive with earnings showing a near three-fold increase from last year's $0.03 per share. Strong growth in advertising caused revenue to increase 180% to $115.2 million. Page views rose to 310 million for the quarter from 235 million in the March quarter, and well ahead of the 115 million page views in the June 1998 period. Registered users increased to 65 million from 47 million in the March quarter, also well ahead of last June's level, when the company reported a registered user base of 18 million. The Yahoo and GeoCities combined reach among work and home users increased to 59.7% during May compared to 54.1% last year, according to Media Metrix (NASDAQ: MMXI - Quotes, News, Boards). Shares of Yahoo were weak over the past few sessions, falling $8.06 to $167.06 prior to the earnings release on Wednesday alone. After hours, however, the shares are up sharply, trading as high as $173.25. In all, there seems to be no negative surprises during the quarter, as Yahoo again delivered strong results. Paine Webber analyst Jim Preissler commented on the results by saying that the company is still doing a good job of delivering momentum. While Yahoo has a history of selling off after delivering an upside surprise, this time around could be different, as indicated by the positive reaction on Instinet trading. This time around, investors were nervous about the upcoming results, fearing that the upside surprise would not be as high as in previous quarters. As we reported in an article on Tuesday, May traffic numbers from Media Metrix came in better than many anticipated, which made us confident that Yahoo could repeat its first quarter performance, when its $0.08 per share consensus estimate was also exceeded by $0.03 per share. We continue to believe that Yahoo represents one of the best ways to play the Internet. In addition to delivering strong earnings growth, the company has done an excellent job of establishing a dominant franchise name in the Internet arena. As CEO Tim Koogle put it, 'During the second quarter, we expanded our audience, our extensive global presence, the content and services we offer, the platforms and devices on which they are delivered, and the marketing programs we offer our customers.' The recent acquisitions strengthen Yahoo's strategy of delivering the Web's most complete consumer experience from any device, any time, while providing innovative and measurable solutions, according to Koogle. We continue to believe that Yahoo is executing its brand building strategy nearly flawlessly, and believe it should be a core holding in any investor's Internet portfolio. *reprinted in part from Individual Investor magazine July 7, 1999*

To: Adelle who wrote (49110)	7/8/1999 4:32:00 AM
From: Jenna	Read Replies (3) \| Respond to of 120523

Might want to watch: STRM, ELBO, TTEC.. volatile do your own DD.. For a first tier company besides whats on the watch list I'd watch RNWK.. The earnings calendar is now updated through end of July 16, Listed are the creme de la creme of earnings plays. A lot of them have played out but there are still quite a bit that are capable of really good upside. I'll be selling into profits much more quickly than last quarter and fortify my portfolio with puts when the time looks ripe.