We believe Yahoo!'s stock gezegde

 We believe Yahoo!'s stock has significant upside in it, given its inflection point in revenue and margin growth, Yahoo!'s increasing market share and the conservative guidance.

 Yahoo! is still seen as heavily dependent on advertising, and since there is no clear recovery in the ad market yet, people aren't getting excited about Yahoo!. In reality, Yahoo! has diversified outside its core advertising market, and growth there will help it grow the top line nicely.

 We are in the midst of an inflection point for Yahoo -- and the online advertising industry in general -- that finally pushes Internet marketing into the mainstream and sets the stage for robust growth.

 Yahoo didn't say anything about guidance in their release. But in the conference call, they said their guidance was way below the Street, and that's what caused their stock to drop.

 the second quarter was the inflection point for both revenue and earnings-per-share growth.

 For eBay, Yahoo would represent a huge expansion of their base. For Yahoo, whose revenue is almost entirely derived from advertising, it gets them a new stream.

 We have had a [revenue-sharing] agreement with Yahoo for three to four years now. Just because we have an arrangement with Yahoo doesn't mean the consumer will be somehow inhibited from reaching other Web sites and content on the Internet.

 PC vendors have succeeded in increasing the unit share of higher-margin mobile PCs. But this has resulted in a significant sacrifice of desk-based revenue as vendors struggle to maintain the value proposition of desktops at the low end of the market.

 From a short-term perspective, the market is expecting reasonable growth for Yahoo! so that makes it a safer stock to buy today.

 From the fourth quarter to the first quarter in the last two or three years, Yahoo! has been sequentially flat. To see a [13-percent] sequential jump in revenue is very strong. We think Yahoo! is executing very well.

 We believe the combination of limited sales upside and conservative guidance may prove disappointing to investors, consequently limiting near-term upside in the stock.

 Yahoo is operating on revenues of about $25 million. I have them on a hold rating right now because I'm scared at the valuation of their stock. But people want to invest in the Web and the branded franchise name, and Yahoo is the franchise leader.

 We are pleased to expand our relationship with Yahoo! to provide BlackBerry customers with new and enhanced access to Yahoo! services around the world. Our collaboration with Yahoo! will deliver increasingly rich content and services, including enhanced support for Yahoo! Mail, to BlackBerry customers in over sixty countries.

 Even after the recent decline, the stock appears rich at 36 times 2001 revenue and 150 times earnings. We remain cautious on Yahoo! shares in front of several potentially low single-digit growth quarters.

 I don't see any reason why Yahoo could not establish trust and reliability as a common carrier -- that adjustable filter that Yahoo News is now -- and, at the same time, become a credible producer of its own editorial content, ... There are problems to solve in the dual track approach, because its requires two different kinds of user trust. The day when Yahoo starts hesitating to point out to the rest of the Web (because it covets the traffic for locally produced goods) is the day decline sets in. My guess is they know that.


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Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.


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Vanliga frågor
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