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

To: Henry D who wrote (16478)	12/29/1998 5:44:00 PM
From: Smart Investor	Read Replies (2) \| Respond to of 27307

You are generally correct. The range of the whisper number is 0.20-0.25 per share. Therefore, I believe YHOO needs to report at least 0.21 per share. Many people are looking for 0.25. With the current stock price, even 0.25 may not satisfy a lot of people. In addition to the earning, the following are also very important. (1) Margin. Comparison with last quarter's 31% margin. Decreasing margin will be very negative. It means the intense competition will further reduce margin in future quarters. (2) Revenue. What is the percentage of revenue from Softbank and its affiliates? This is also very important. The only reason YHOO beat the estimate last quarter is because of the large revenue increase from Softbank and its affiliates. Considering that Softbank holds 30% of YHOO, this is highly questionable. Interest income from the Softbank sale proceeds was also fairly large last quarter. At this stage and the current stock price, the so called viewer growth is almost meaningless due to the problem with how it is being counted. Inactive accounts and multiple counts of a single user grossly inflated the actual number of unique viewers.

To: Henry D who wrote (16478)	12/29/1998 6:12:00 PM
From: Pierre Borczuk	Read Replies (3) \| Respond to of 27307

My source for "whipser numbers" earningswhispers.com

To: Henry D who wrote (16478)	12/31/1998 12:57:00 AM
From: Money Maker (MM)	Read Replies (3) \| Respond to of 27307

My number is 0.36 My estimation: Net revenue 111 Cost of revenue 15 --- Gross profit 86 Operating expenses 44 --- Income from op. 42 Investment income 6 --- Net income before taxes 48 Prov. for inc. taxes 12 --- Net income 36 === O/S 98.7 Earning/share 0.36 Stock split, 2:1 or 3:1. Date of report possibly on Jan 7-12. After stock split announcement, the first target should be around $350. MM p.s.: INKT after stock split's announcement, open gap $20.