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 (6372)	1/14/1998 2:24:00 PM
From: Jim Ritter	Read Replies (1) \| Respond to of 27307

What are the odds my Jan 60 puts are ever going to be worth anything? My thoughts are, even if Yahoo posts break even numbers, its going to take a couple of weeks before the fantasy starts to slip and we see good point droppage.

To: Keith J who wrote (6372)	1/14/1998 2:31:00 PM
From: peter grossman	Read Replies (1) \| Respond to of 27307

"unless we're way off on revenue for the quarter" What are revenue forecasts for the quarter? I think this number is more imprtant than earnings.Hyper growth comes from revenue growth, not efficient business, because as has been pointed out expenses could be zero and this company is still overvalued at current revenue. I'd guess it's overvalued at anything less than 30% revenue growth in sequential quarters for many more quarters. We can extrapolate $18M from media reports of ad revenues. What else is there? "Fixed deals?" Four11 purchase and interest income are outside of operating revenues.