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To: Impristine who wrote (49442)	4/7/1999 11:04:00 PM
From: MoonBrother	Read Replies (1) \| Respond to of 164684

First Analyst's Extremely Positive Comment on YHOO's Q1 Result. Enjoy! Also check analyst's positive comments on NSOL, techstocks.com Good luck tomorrow! MB ------------------------- 08:13pm EDT 7-Apr-99 Salomon Smith Barney (BAKER (415) 951-1665) YHOO YHOO: Strong Out of the Starting Gate w/ 1Q Results --SUMMARY:--Yahoo! Inc.--Online Media + Yahoo! reported 1Q99 revenue of $86 million and operating EPS of $0.11, both were above our expectations for the quarter. + Page view growth of 40% between Dec. 1998 and Mar. 1999 shows a strong increase in consumption of Yahoo!'s services and presages future revenue acceleration. Avg. daily page views were 235mm in Mar. vs. 167mm in Dec. + Revenue per 1,000 pages was $4.86 vs. $4.50 in 1Q98. Expenses per 1,000 pages hit a new low of about $3.00, and operating income per 1,000 pages was $1.85 in 1Q99 vs. $0.55 in 1Q98. + Yahoo!'s operating margins were above our expectations & set a new high in 1Q99 reaching 38%-plus. + By all accounts, Yahoo! produced another excellent quarter. Revisions to estimates to come... --EARNINGS:----------------------------------------------------------------- FYE 1 Qtr 2 Qtr 3 Qtr 4 Qtr Year Actual 12/98 EPS $0.02A $0.04A $0.07A $0.11A $0.24E Previous 12/99 EPS $0.08E $0.09E $0.10E $0.11E $0.38E Current 12/99 EPS $0.08E $0.09E $0.10E $0.11E $0.38E Previous 12/00 EPS $N/A $N/A $N/A $N/A $0.58E Current 12/00 EPS $N/A $N/A $N/A $N/A $0.58E Previous 12/01 EPS $N/A $N/A $N/A $N/A $N/A Current 12/01 EPS $N/A $N/A $N/A $N/A $N/A Footnotes: EPS are fully diluted. --FUNDAMENTALS:------------------------------------------------------------- Current Rank........:1-H Price 04/06/99......:$214.87 Prior Rank..........: Target Price........:$210.00 P/E 12/99...........:565.4X 52 Wk Price Range...:219.12 - 23.31 P/E 12/00...........:370.5X Proj. 5yr EPS Grth..:21.0% Return on Equity 98.:N/A% BookValue...........:$1.94 LT Debt-to-Capital..:.01% Dividend............:$N/A Revenue 1999........:$360.26 mil Yield...............:N/A% Shares Outstanding..:234.00 mil Convertible.........:No Mkt. Capitalization.:$50279.58 mil Hedge Clause(s).....: Comments............: --OPINION:------------------------------------------------------------------