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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: Mad2 who wrote (10823)	7/10/1999 7:08:00 PM
From: Mr. Pink	Respond to of 18998

total crims

To: Mad2 who wrote (10823)	7/10/1999 7:08:00 PM
From: Mr. Pink	Read Replies (1) \| Respond to of 18998

total crims

To: Mad2 who wrote (10823)	7/10/1999 8:11:00 PM
From: Don Pueblo	Read Replies (2) \| Respond to of 18998

My cousin claims to understand the accounting. funphone.com

To: Mad2 who wrote (10823)	7/11/1999 1:14:00 AM
From: ynot	Respond to of 18998

Mad2, i think that if there was a detailed analysis done on the cost side, you would find a 'mismatch' between costs and the 'increase' in page views but then again, it depends on how you count views, imho shifting of goodwill and ammortizing costs is old hat to companies and if reported, longs and shorts could analyze the numbers more important to Yahoo AND longs and shorts should be page views and the revenue per page view if Yahoo is getting LESS revenue per page view it would mean trouble, the whole INUT sector collapses like a muli-level marketing mountain if 'magically' Yahoo gets less per page view BUT more page views, revenue impact is miminized and the entire market is healthy doesn't this sound like a central bank? LOL guess on Yahoo tank--when it's top 10 customers go red+60 days ynot ;)