SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Altaba Inc. (formerly Yahoo) -- Ignore unavailable to you. Want to Upgrade?


To: Randy Ellingson who wrote (23227)7/23/1999 10:27:00 PM
From: Jeff Dryer  Respond to of 27307
 
Randy,

Thanks for the perspective. With the tables of relative market caps,
you are presenting an awesome look at what's going on.

Out of curiosity, I calculated your table using the fully diluted
shares outstanding as reported by Yahoo and AOL in their most recent
earnings reports. The good thing is, the relative ratios of Yahoo
and AOL came out about the same as yours.

The fully diluted shares I'm using are 29% higher for Yahoo and 19%
higher for AOL relative to the outstanding shares used for
market cap calculation purposes in your table on July 23.

YHOO/AOL

Feb. 09: 37.1B/95.8B = 0.39
Feb. 16: 35.2B/103.3B = 0.34
Mar. 02: 40.5B/112.3B = 0.36
Mar. 26: 45.2B/161.9B = 0.28
Apr. 07: 55.0B/206.6B = 0.27
May 11: 45.9B/180.8B = 0.25
May 24: 36.4B/154.8B = 0.24
Jun. 14: 31.5B/117.1B = 0.27
July 23: 38.4B/139.2B = 0.28

Fully Diluted Shares used in calculating market caps
for each time period:

Yahoo: 263,800,000 (BroadCast.com acquisition not included)
AOL: 1,295,000,000



To: Randy Ellingson who wrote (23227)7/23/1999 10:43:00 PM
From: Jeff Dryer  Read Replies (1) | Respond to of 27307
 
100-Week Comparison chart of Yahoo and AOL... almost identical chart patterns.

techstocks.com

Yahoo + 1,369% AOL + 1,233%



To: Randy Ellingson who wrote (23227)8/31/1999 5:40:00 PM
From: Randy Ellingson  Read Replies (1) | Respond to of 27307
 
hg (I absolutely insist on addressing this to you) --

Here's the latest on Market caps of these four:

YHOO/AOL

Feb. 9: = 0.41
Feb. 16: = 0.35
Mar. 2: 32.6B/84.4B = 0.38
Mar. 26: 34.4B/117.7B = 0.29
April 7: 41.8B/147.6B = 0.28
May 11: 33B/127B = 0.26
May 24: 28.7B/130B = 0.22
June 14: 25.2B/99.8B = 0.25
July 23: 29.8B/116.8B = 0.25
August 31: 38.2B/101B = 0.38

AMZN/WMT

March 02: 20.8B/191.6B = 0.11
March 26: 22.4B/203.6B = 0.11
April 07: 28.3B/216.8B = 0.13
May 11: 24.2B/198B = 0.12
May 24: 19.7B/185B = 0.11
June 14: 15.4B/185.2B = 0.08
July 19: 18.5B/200.0B = 0.09
August 31: 21.0B/197B = 0.11

Randy