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To: fut_trade who wrote (6428)	1/14/1998 5:00:00 PM
From: Keith J	Respond to of 27307

Include the Four11 in 3Q97, and make it 18.1, not 17.3 for comparison. KJ

To: fut_trade who wrote (6428)	1/14/1998 5:02:00 PM
From: Haolin Ni	Read Replies (1) \| Respond to of 27307

Do you know how much revenues increase is due to acquisition.

To: fut_trade who wrote (6428)	1/14/1998 5:10:00 PM
From: Bill Wexler	Read Replies (1) \| Respond to of 27307

So how far down do you think we'll go tomorrow Peter? Momentum stocks - pay (more than you should) for tomorrow's earnings today.

To: fut_trade who wrote (6428)	1/14/1998 5:16:00 PM
From: IKM	Read Replies (2) \| Respond to of 27307

Okay, what does this all mean? Pro Forma, which means excluding charges for Four11 and Visa, comes in at 0.05, the high end of the projections. With the charges, which the analysts already knew about, per share is (0.03). Consensus growth rate is 80%; given their increase in opex, do they meet that expectation? Nobody on this thread was projecting anything less than $25 million. Is this a gangbuster quarter to support the recent run?

To: fut_trade who wrote (6428)	1/14/1998 5:20:00 PM
From: Charles P. Hubbard	Read Replies (2) \| Respond to of 27307

The way I read it, They lost .06 per share from operations, but made .03 per share from investment income, making a net loss per share of .03 cents. The .05 net income figure is a mystery to me. CPH

To: fut_trade who wrote (6428)	1/14/1998 6:10:00 PM
From: Dylan	Respond to of 27307

Peter, They changed the wording on the MCI press release. Maybe they read what we wrote... biz.yahoo.com CORRECTED - Yahoo!, MCI plan joint online service In January 12 story headlined ''Yahoo!, MCI plan joint online service,'' read in 12th paragraph: ''...to use AOL's proprietary software'' instead of ''to use AOL's proprietary browser software'' deleting word ''browser.'' In 13th paragraph, delete words ''by contrast.'' And following 12th paragraph, insert ''America Online currently offers Microsoft Internet Explorer as its browser software, while giving its subscribers the option of using Navigator.'' A corrected repetition follows. (rest is found through link) -Dylan