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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Eric Wells who wrote (79926)	10/7/1999 2:10:00 AM
From: craig crawford	Read Replies (1) \| Respond to of 164684

>> Olu - I find it interesting that of the 14 cents a share in proforma net income that Yahoo reported, at least 2.5 cents is from investment income - without the investment income, Yahoo would have reported 11.5 cents a share, a number I believe is within the whisper range. << Yes, but analysts already figgered in the investment income in their estimates. It's not like it's a surprise to anyone. Without the investment income the estimates woulda been a couple cents lighter, and YHOO still would have beat the number handily. >> Isn't it possible that last week Yahoo might have sold a few securities in order to take $10 million in profit to impress the street just a little bit? << That would have been separated out as well. It wouldn't have figgered in operating earnings. It's pretty obvious that all eyes are on YHOO and they couldn't slip something like this past the public. I would suggest that you quit trying to pick apart obvious things like unusual gains and investment income, and stick to the overvaluation judgements. There is nothing wrong with YHOO's performance period. I have balked at YHOO's valuations in the past, but I have never doubted for one second that they are truly the most exciting public company on Wall St. hands down. YHOO is the #1 net stock hands down---eclipsing AOL, AMZN, EBAY, etc