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: Michael Collings who wrote (9812)	4/12/1998 2:12:00 AM
From: Bill Harmond	Read Replies (1) \| Respond to of 27307

>>A large portion of it came from investments not from sales 90% came from sales. In any event Yahoo should get credit for investment income because it's compounding from a growing cash position. Few realize Yahoo has been cash-flow positive for three or four quarters now. Yahoo is growing market position and growing cash reserves simultaneously. The Street gives Microsoft credit for investment income. No hype. Ultimately, companies are valued on free cash flow, not stated earnings.

To: Michael Collings who wrote (9812)	4/12/1998 2:26:00 AM
From: Candle stick	Respond to of 27307

WARNING!!! Important news below: Friday April 10, 12:35 pm Eastern Time SEC approves new stock market circuit breaker levels WASHINGTON, April 10 (Reuters) - The Securities and Exchange Commission said on Friday it had approved new circuit breaker trigger levels for one-day declines of 10, 20 and 30 percent in the Dow Jones Industrial Average. The new levels, which go into effect on April 15, were proposed by the securities exchanges and the National Association of Securities Dealers to modify their rules on cross-market trading halts during extreme market volatility. The new levels were approved late Thursday by the agency. Full report here: biz.yahoo.com The government is finally going to pull the plug on this speculative bubble market.....removing the circuit breakers is the first step. Guard your profits...........;^)

To: Michael Collings who wrote (9812)	4/12/1998 3:33:00 PM
From: satish kamat	Read Replies (2) \| Respond to of 27307

Michael: Looking over the YHOO's earnings reports for last two quarters, you are right. 98Q1 97Q4 Net revenues $ 30,206 $25,105 Cost of revenues 3,917 3,229 Total operating expenses 22,622 24,475 As the sales revenues were 30MM and operating expenses were 22.6MM, YHOO could not add more than 3.667MM this quarter, forget the 17.8 MM to net cash flow. Most of the 17.8 MM came from the capital gains on the securities they hold. Wondering if you noticed the item called deferred revenues in liabilities mean. Any idea ? If it is revenues to be booked over next quarters, why include it in liabilities? Last quarter this item was $4.852 MM. Here is an interesting coincidence: revenues for Q198-Q497= 30.206-25.105 = $5.101 MM. Approximately same as deferred revenues for Q198-Q497= 10.102 - 4.852 = 5.250MM. May be just a coincidence. satish kamat