If you review my post from last night, you will
see that I called this--I said .11 was in the bag.
Also, I said that I believed that the business was
stronger than that and, if you properly digest the
numbers, you will see that it is.
To that Yahoo is
overvalued is stupid because no one knows what Yahoo is
capable of doing. We know that it is the real deal and it
has a herculean lead over other competitors in its
field. It does not have the drag of a dial up service
like AOL, but it has their revenue generating power.
We have never seen growth like this at these kinds
of numbers. Is its for real--defined as a 7 to 10
year pattern--I don't know, but I would never bet
against this monster.
ypyan1: "1999-2000: 60% growth"
growth rate at that time (2009), a PE of 25 will
have fair value of $187.5/share"
"I think my
estimation is conservative"
Well let's examine the
facts: Revenues for Yahoo more than doubled to $115.2
million from $44.9 million a year-ago, surpassing some
analyst forecasts of $103 million in
That's *** 1 5 6 . 6 % *** revenue growth for
I'll say your estimate is conservative, ludicrously
sell off. Buy on the rumor sell on the news it does not only happen to yhoo its been happening to all stocks lately. Whoops just heard Ceo will be on cnbc in morning sell of in afternoon.
Well, I am not so sure about the last one. But YAHOO
isn't completely an american company that caters
completely to an American audience. There is a great
potential for them overseas, but why not concentrate in the
US first, that is where the battle is being fought
and that is where the money can be made at the
moment. It is just smart business.