Friday, July 22, 2005


Ok got burnt on yahoo as well. What happened there. They reached all targets but did not beat them. They did not increase 05 expectations so they got a canning...wall street...go figure!

Here is what I am thinking....

Yhoo - good earnings, met revenue and profit but said next q not expecting more than current projections so fell.
Worth buying cause click through advertising growing and yahoo music and auctions possible growth markets including possible entry into voice services.

Suggest small exposure as stock seen as medium risk.
Due to (self predicted) flattening of click throw advertising growth in the near future even though current study suggests continued growth.
Competition from other online advertisers/portals/search engines. i.e: Google and MSN.

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