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To: UnBelievable who wrote (55958)	1/10/2001 1:53:24 AM
From: heehee1	Read Replies (1) \| Respond to of 436258

Unbelievable.....Would you be kind enough to post the list of those 58 stocks with 10% money outflow, could be good ones to whack. Tanks IA

To: UnBelievable who wrote (55958)	1/10/2001 10:10:07 AM
From: pater tenebrarum	Read Replies (1) \| Respond to of 436258

thanks for pointing that out. we'll see how option players position themselves ahead of the earnings today...the fact remains that expectations are extremely low, with 'whisper numbers' below the official estimates.

To: UnBelievable who wrote (55958)	1/11/2001 1:24:29 PM
From: chic_hearne	Read Replies (1) \| Respond to of 436258

Cool Post. UnB, What's telling about Yahoo is that they are projecting 20% negative EPS growth for the year. While I'm sure there are many factors, in my brief look at the financials I noticed they wrote off $163 MILLION in what looks to be losses on equity trades. In fiscal year 2000, they took $89 MILLION in equity gains which they padded to the bottom line. It looks to me like this accounted for a full 1/2 of the bottom line gains from 1999 to 2000. So equity gains are gone for 2001, that looks to me like what they're saying. This means 20% negative growth because their leverage machine broke. Of course we all know the online advertising business is collapsing. But it's telling how they were able to keep this game going for 4 quarters as the business was deteriorating because they just kept selling enough stock to meet expectations. Now that the cat is out of the bag, we find out just how much trouble the core business is in. Other names that come to mind that have been doing the same thing are CSCO, INTC, MSFT, ORCL, etc. chic [I only took a brief look at the financials, so I may have missed something in the fine print]