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To: saber hormi who wrote (9371)	4/8/1998 5:22:00 PM
From: Candle stick	Read Replies (4) \| Respond to of 27307

25 million last quarter and 30 million this quarter = 20% growth...eom

To: saber hormi who wrote (9371)	4/8/1998 5:23:00 PM
From: slipnsip	Read Replies (1) \| Respond to of 27307

Quarter to quarter sequential growth, not year over year....

To: saber hormi who wrote (9371)	4/8/1998 5:34:00 PM
From: The Vinman	Read Replies (2) \| Respond to of 27307

A contrary view in the midst of all this hype, i.e., YHOO to 150. YHOO will get no where near 150....YHOO always beats the street, so most of that is already priced into the stock, hence the rally today. YHOO will move up tomorrow, its up 4 1/2 after hours. I know this stock isn't about valuation, but in case you all of missed it, YHOO dropped as soon as it hit 105, and nothing has changed since then.....this earnings release was predictable, don't any of you fool yourself into thinking this was some big surprise....take your profits if you are long, but don't get caught in a suckers rally... No. I am not short... Vinman

To: saber hormi who wrote (9371)	4/8/1998 5:35:00 PM
From: Oeconomicus	Read Replies (3) \| Respond to of 27307

How did get 20% increase, it's actually more like 250%. The highest ever. Quarter-to-quarter. Annualized, its 107%. As for the "seasonally slow" excuse, didn't daily page views go up by 46%? Don't they get paid by the page view? Did page utilization drop that much due to the seasonality? OK, give 'em 107% growth for '98 - it won't grow that fast for the next 3-5 years which is what should be required to support a 100 PE (if you believe in that PEG ratio crap). But we're at a 260 PE on (mostly) forward earnings (693 on trailing 4 qtrs' 14 cents eps). Not that it matters...