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 : Altaba Inc. (formerly Yahoo) -- Ignore unavailable to you. Want to Upgrade?

To: Keith J who wrote (5272)	12/30/1997 10:43:00 AM
From: Keith J	Read Replies (1) \| Respond to of 27307

From Yahoo's most recent quarterly: Additionally, seasonality may also affect the amount of customer advertising dollars placed with the Company in the first and third calendar quarters as advertisers historically spend less during these quarters. Due to all of the foregoing factors, in some future quarter the Company's operating results may fall below the expectations of securities analysts and investors. In such event, the trading price of the Company's Common Stock would likely be materially and adversely affected. KJ

To: Keith J who wrote (5272)	12/30/1997 11:03:00 AM
From: LRS	Read Replies (1) \| Respond to of 27307

Keith, The short answer is that they don't incorporate those numbers (fixed payments, barter amounts, etc.). But, I have been following the differences between what MediaCentral reports and what YHOO reports: MediaCentral Numbers: Q297 $11.7M Q397 $14.7M YHOO Numbers: Q297 $13.5M Q397 $17.3M Delta: Q297 $1.8M Q397 $2.6M My guess is that YHOO's ad numbers for Oct+Nov+Dec will be $5.7M+$6.0M+$6.3M=$18.0M. For barter/fixed payments (and Four11), I will spot YHOO $3.7M. That will put YHOO revenues at $21.7M for the 4th quarter--I think this is in line with rough revenue estimates. Who knows what their costs will look like and thus their profits, but Four11 is bleeding (and with most mergers a company cannot turn off the spigot immediately)and there will be a $4m cash charge (which is quite real because if they plan on growing through acquisitions these charges will be a regular fact of life) My estimates (based on projections from past growth rates in COGS, SG&A, investment income, etc) put Q4 earnings at $.04/share (that includes $.02 from investment income). After the $4M charge we are looking at a loss of $.02. I wonder what the whisper estimates are???