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

To: Oeconomicus who wrote (6532)	1/15/1998 9:07:00 AM
From: Keith J	Read Replies (2) \| Respond to of 27307

Latest from briefing: YAHOO! INC. (YHOO) 67 CLOSED. Leading Internet search engine concern posted better-than-expected 4Q results last night, but the question remains, how much more can this stock appreciate? The company reported that it earned $0.05 a share on a pro-forma basis, two cents ahead of the First Call estimate, and reversing year-ago loss of $0.02 a share. The company had a non-recurring charge of $3.85 million in the quarter for the acquisition of Four11 Corp. which had already been announced. Revenues for the quarter rose 181% to $25.11 million, up from year-ago level of $8.94 million and 45% higher than its September level of $17.32 million. The company also said that traffic on its Yahoo! site grew by 30% from the prior quarter, averaging 65 million page views per day in December, versus 50 million at the end of September. Yahoo! Japan had an increase of 25% to 5 million page views at the end of December. Latest results were significantly helped by the increase in advertisers and the co-branding of new sites in which the company is able to expand its distribution and generate more revenues. Still, the question needs to be asked, how much farther can this issue rise? The stock is currently trading $4 below the high set just last month as the stock has benefitted from the turmoil in Asia. While top line growth is impressive and is the primary factor driving the stock, at some point, this issue is likely to become overvalued. KJ

To: Oeconomicus who wrote (6532)	1/15/1998 9:25:00 AM
From: OVETUS	Read Replies (2) \| Respond to of 27307

Including the charge , they lost money ? If they are telling in their release that the previously announced "charge", doesn't that mean that tha "analysts" must be aware of that charge, so my question is............: When the analysts were projecting a .03 cents for the 4Q, were they including the charge or not ? . Because after the charge that every body knew about they lost money. Another question is: If right now they are projecting 0.35 cents for the 1998 year, makes an average of at least 0.0875 cents per quarter, if we assume that this one was .05, it means that it is going to have a 75% in earnings for next quarter, with what kinf of revenues? because if it don't reach 0.0875 for the first quarter, the next ones would be much harder to achieve i think. Just my personal opinion. Thank you for your kind reply. ovetus