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

To: Dr. David Gleitman who wrote (17626)1/12/1999 4:14:00 PM
From: TradeOfTheDay  Respond to of 27307
 
anyone have an after hours?



To: Dr. David Gleitman who wrote (17626)1/12/1999 4:14:00 PM
From: HG  Read Replies (3) | Respond to of 27307
 
People expected more....remember what happened to DELL when they met the whisper number ?



To: Dr. David Gleitman who wrote (17626)1/12/1999 4:16:00 PM
From: Stephen  Read Replies (1) | Respond to of 27307
 
Well .. they hit the whisper number & declared the minimal split expected... but maybe these things are built into the price. Sell on news ???. Depends on revenues and other details I guess.

Good luck all

Stephen



To: Dr. David Gleitman who wrote (17626)1/12/1999 4:20:00 PM
From: MulhollandDrive  Respond to of 27307
 
How did the top line revenue growth look? TIA

bp



To: Dr. David Gleitman who wrote (17626)1/12/1999 4:22:00 PM
From: Bill McCullen  Read Replies (1) | Respond to of 27307
 
"Official" earnings estimates for YHOO (as for all Internet stocks) were set artificially low. Analysts were quoted publicly as stating that they expected YHOO to report .20-.22 per share so to me this looks like they met "real" expectations.

Personally, I am tired of "whisper" numbers and low-balling of estimates. As an analyst, if you expect a company to earn .20 or .21 or whatever then change you estimate. All we heard from late November through the holidays was that e-commerce was on fire and way ahead of expectations yet no analysts changed their "official" estimates for YHOO, AMZN, etc. This borders on manipulation.

To me it looks like a super quarter - revenue up 3 fold, earnings up 10 fold - but does it deserve a FORWARD EPS multiple of 500 or 600 hundred?

Bill



To: Dr. David Gleitman who wrote (17626)1/12/1999 4:27:00 PM
From: Apache Indian  Read Replies (1) | Respond to of 27307
 
WHY WAS THE ESTIMATE ONLY 16 cents when it reported 15c last Q ?? Its the same JackASS trick all these guys (AOL, YHOO) pull out,

begin with very conservative estimates and then beat them,
the games gettting old, people dont buy the conservative consensus estimates anymore, the whispers what they should've beaten

for a price of 400 bucks and it needed to come up with earnings of at least 27-28 cents ??


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