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

To: tsyl who wrote (17303)	1/9/1999 7:53:00 PM
From: jpbrody	Respond to of 27307

Yahoo's earnings numbers are really meaningless. I'm sure they will be a few cents about what the analysts are predicting. The analyst predictions are based on management's guidance and the way Yahoo's business is run management has significant flexibility in their earnings. Companies like boeing or GM have very little flexibility, but Yahoo's largest cost is advertising. Last quarter revenues were $53 million and they spent about $23 million on sales & marketing. This quarter it will be something similar, so if, last month, it looked like their earnings were going to be less then they expected, they would have just pulled some TV commercials and shaved a few million off of their advertising budget. If the quarter was looking better than expected, they could afford some more TV commercials. That's all there is to it. The significant numbers to me are revenues and page views. I believe we will start to see rev/pg view start to drop significantly. If that happens, the future will suddenly not look so bright for yahoo. -- Jim