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To: Smart Investor who wrote (16976)	1/4/1999 7:56:00 PM
From: Steve Smith	Read Replies (1) \| Respond to of 27307

Does anyone know when YHOO will report its earnings? Is it on 1/13/99? steve

To: Smart Investor who wrote (16976)	1/4/1999 10:20:00 PM
From: The_Guru_00	Read Replies (1) \| Respond to of 27307

The WSJ said SI had 80,000 posters. Seems high to me. I would still say that only 1,000 of us make a difference. Anyway, the strike is called off. Not enough takers. And i don't have the energy to keep trying. Being a bear is tough work with Alwayslate hunting our asses all day. guru.

To: Smart Investor who wrote (16976)	1/4/1999 10:57:00 PM
From: The_Guru_00	Read Replies (2) \| Respond to of 27307

So if AOL had a billion in holiday e-commerce, what did YooHoo have? I would guess maybe $100-$200 million. Does anyone know what fee they get for the sales leads. Wouldn't guess it would be more than 10%. Still trying to make my own estimate for Q4. I am thinking that it will be in the $.22 range. Revenue in the $75-80 million range. Operating income margin 35-40%. $6million in interest income. A laughably low tax rate of 25% (changing to 40% next quarter) and 115 mm fully diluted shares o/s. Sure wish I knew the revenue figure. E-commerce and the strange rates they were throwing around in December to fill every page with a banner are two huge variables. Oh, and don't forget the $5 million + from Softbank. Sorry, my oversight. Regards, Guru.