Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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

To: Bill Harmond who wrote (130794)	8/31/2001 9:24:10 PM
From: GST	Read Replies (1) \| Respond to of 164684

If yahoo trades at its ipo price it will have a current year p/e of roughly of 40 to 50 -- not hard to imagine that at all. On the other hand, yahoo is already down 94% from its 52 week high, who really cares if it goes for the whole enchilada and makes it 98%.

To: Bill Harmond who wrote (130794)	8/31/2001 10:28:44 PM
From: Slumdog	Read Replies (3) \| Respond to of 164684

What was YHOO's IPO price?

To: Bill Harmond who wrote (130794)	9/9/2001 3:23:20 AM
From: GST	Respond to of 164684

<Yahoo is not going to its IPO price. During the trough of the cycle it's operating at breakeven, and has more than it's offering price in cash.> How do you figure it is operating at break even? -- it lost 9 cents per share last quarter and its revenues have been in a declining trend. It looks like about a $6 dollar stock to me. I would not be surprised to see it bottom-out in that range based on cash-flow, the balance sheet, and earnings. Even at that price it would be trading at exceptionally lofty multiples to cash-flow, earnings and to growth for a cyclical company with iffy prospects. If the market shows a healthy skepticism we should see it settle into a range of $3 to $5 per share. But since it is hard to knock all the fluff out of a market in one year, it might take some time to work its way down.