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

To: Bill Harmond who wrote (6498)	1/15/1998 12:02:00 AM
From: Oeconomicus	Read Replies (1) \| Respond to of 27307

Revenue breakdown is 85% advertising, 15% "commerce" (less than 10% of total is barter). Expect the same breakdown. Headcount at 12/31 is 386 (incl 30 from Four11), up from 299 at 9/30. Margins for '98, expect gross margins of 84-88%, S&M 60%, Product Development 14% and G&A "in the single digits" (8-9%?), all about the same as Q4. So, 5% operating margin again if gross margins don't fall from the 87% in Q4, 4% after tax. "Expect seasonality in advertising revenue" is the best revenue growth guidance they gave. Would not disclose spending plans for Yahoo! Online/MCI except to say that MCI's share of the costs is larger than theirs. Bob PS: My quick guess at Q1 '98 is Rev=$30mm, EPS=4 cents (2 cents from interest).