SI
SI
discoversearch

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: Smart Investor who wrote (16321)12/23/1998 3:11:00 PM
From: HG  Read Replies (1) | Respond to of 27307
 
Well, the YHOO management hasn't invited me yet to run their company according to my own beliefs. If they had, I'd have tried to bend mine to gel with yours, for the sake of your happiness. That being so, I can only cover few of your points. Lets say July 99 (or whenever their nearest earnings are), with revenues double that of now and share price >300.....

Who cares about Softbank contribution - YHOO investors don't !

You can ask for the moon SI...but we have to be satisfied with this beautiful stock and how it grows.

Deal ?

BTW, I can make a reverse deal if you want. YHOO at 50 in June of 99 ? How does that sound to you ?



To: Smart Investor who wrote (16321)12/23/1998 4:34:00 PM
From: James Thai  Read Replies (1) | Respond to of 27307
 
(2) Increasing margin from last quarter's 31% to say 40%,

I wouldn't hold them to this. I can see YHOO blowing away revenue and earnings estimates, but I remember from last quarter they were strongly cautioning about expanding margins, and how their target was exceeded but not to expect it in the coming quarter.

James.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News