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: Don Westermeyer who wrote (6376)	1/14/1998 2:45:00 PM
From: fut_trade	Respond to of 27307

<<There will be some guidance to reduce expectations over the next 2 or 3 quarters.>> I disagree. I think there is a disconnect between the way firms estimate internet advertising revenue and the new innovative ways Yahoo! devises to increase revenues. I think Yahoo! is one step ahead. Still have my puts though. Peter

To: Don Westermeyer who wrote (6376)	1/14/1998 2:53:00 PM
From: peter grossman	Read Replies (2) \| Respond to of 27307

Don, as a short I'd be pretty disappointed if your guess is on the money. A $25M figure supports the reasoning/myth that this company can grow in triple digits for a couple years. If this is true, maybe I'm wrong, and "$3.0 B isn't "very fully valued." $25M is 45% quarter to quarter growth, 200% quarter over quarter. If this is your prediction as a short, I'd hate to see Peter F's. But then there has been a lot of flip flopping on this thread. Again, I think it's the rev # that's important. Why would a monthly figure of $6M lead you to believe the quartely number will be $25M????