YAHOO wann schließt der Markt das GAP - 500 Beiträge pro Seite

[BIOMIRA]

Sell on May und geh nach Hause !

Gruß
Biom

[rolliservice]

Bei den Insiderverkäufen sollten wir bald die 15 Euro (nach Split) sehen.


Google kommt!!!!

[BIOMIRA]

wann kommt der splitt ?
mfg
biom

[rolliservice]

am 11 Mai

[BIOMIRA]

stochi und macd bereit für den freien fall und yahoo ist SAU TEUER und bekommt böse probleme mit GOOGLE
fazit
STRONG SELL mit 50 % kursrutsch

[rolliservice]

Hoffetlich hast du Recht.

Ich glaube viele nehmen an Yahoo würde weiterhin mit Steigerungsraten von über 100 % zum Vorjahresquartal aufwarten können. Das wird aber spätestens im 3 Quartal vorbei sein.

Da Yahoo von ca. 2,52 MRD Umsatz für 2004 ausgeht , sollten die nächsten 3 Quartale jeweils nicht mehr als 630.000.000$ Umsatz bringen.

Da Yahoo im 3 ten Quartal 2003 bereits über 600.000.000 $ und im 4 Quartal über 700.000.000 $ umgesetzt hat , ist es wohl sehr bald mit den Wachtstumsraten vorbei.

Bitte bedenkt immer, das ein grosser Teil des Wachstums durch Share Dilution wieder aufgezehrt wird.


Die Dummen sind die Shareholder, die der Meinung sind Ihre Aktien würden an innerem Wert gewinnen , dabei verwässeren die Topmanager permanent durch Ihre Optionen (und auch deren Einlösung - siehe SEC Fillings)die sHAREHOLDER Equity.

Selbst Börseonline schrieb zuletzt, das der Gewinn im ersten Quartal (wenn man die Mitarbeiteroptionen mitberechen würde - was derzeit massiv in den USA gefordert wird) 80% geringer ausgefallen wäre.


Sell in May - and go away

[reredawsch]

Hallo,
würdet Ihr YAHOO vor dem Split verkaufen oder noch warten??
Mich würde Eure Meinung interessieren!!!
Danke

[Frank67]

Und wer kann einen preiswerten Put auf Yahoo empfehlen?


Schon mal danke

F67

[rolliservice]

FILO DAVID hat auch am 27.04.2004 "nur 200.000 Stück verscherbelt" , der muss wohl von seiner Company sehr überzeugt sein.

siehe www.nasdaq.com


Jeder muss selber wissen ob er verkauft oder nicht.

Bis jetzt ist jeder gut gefahren, der nicht verkauft hat - das wird sich meiner Meinung nach aber bald ändern.

[rolliservice]

Google Ends Yahoo Pact, Cites Intense Rivalries In Filing



By Riva Richmond, Of DOW JONES NEWSWIRES

NEW YORK (Dow Jones)--Google Inc. said it will terminate in July its agreement to provide Web-search technology to Yahoo Inc.(NASDAQ-NMS:YHOO) (YHOO), which it named as its No. 2 nemesis after Microsoft Corp.(NASDAQ-NMS:MSFT) (MSFT) in its Thursday filing to sell shares to the public.

Google, Mountain View, Calif., said the Yahoo(NASDAQ-NMS:YHOO) pact accounted for less than 3% of its $961.9 million in revenue in 2003 and less than 3% of its first-quarter revenue of $389.6 million.

The news was no great surprise, but the move offered a window into the brutal competition that has been underway in the Web-search advertising business and that has long been driving two Internet titans` apart.

The formal split is unlikely to cause much disruption. Yahoo(NASDAQ-NMS:YHOO) had already mostly abandoned Google`s search technology ahead of the expected termination of their relationship, which dated to 2000.

The Sunnyvale, Calif. Internet portal decided to strike out on its own more than a year go after concluding that it needed to have its own Web search capability to remain a top destination for Internet surfers and to fully capitalize on the lucrative revenue that has been flooding in from keyword- generated ads.

Advertisers spent $2.5 billion on ads generated by search terms in 2003, nearly triple the $927 million of ads sold the year before, according to research firm eMarketer Inc.

To bulk up and grab a big piece of this rapidly expanding pie, Yahoo(NASDAQ-NMS:YHOO) spent more than $2 billion last year to buy Overture Services Inc., Google`s top competition in keyword ad serving, and Inktomi Corp.(NASDAQ-NMS:YHOO) , an algorithmic search technology maker. It made other smaller search-related acquisitions as well.

In February, Yahoo(NASDAQ-NMS:YHOO) jettisoned Google`s algorithmic search engine and began rolling out its own technology, developed from the assets its acquired, across its global network. The transition was still underway until a couple of weeks ago, when Yahoo(NASDAQ-NMS:YHOO) stopped using Google`s image-search technology in favor of its own.

Yahoo(NASDAQ-NMS:YHOO) declined to comment for this story, only issuing a statement affirming its focus on developing compelling products and services for Internet users and advertisers.

Yahoo`s(NASDAQ-NMS:YHOO) aggressive move into the search arena got the attention of Microsoft(NASDAQ-NMS:MSFT) , whose Internet portal MSN was a client of both Inktomi(NASDAQ-NMS:YHOO) and Overture. Though MSN continues to work with both providers under the Yahoo(NASDAQ-NMS:YHOO) roof, it is working hard to develop its own search technology and gain independence from its rival. The Redmond, Wash., software giant, which has a history of entering markets late but then dominating them, plans to launch its own search service later this year.

In the face of these vigorous efforts by Microsoft(NASDAQ-NMS:MSFT) and Yahoo(NASDAQ-NMS:YHOO) , Google frankly called the two companies its "primary competitors" in its filing for an initial public offering Thursday, though it also named online-advertising companies and traditional media companies as competitive threats. Google said its battles with Microsoft(NASDAQ-NMS:MSFT) and Yahoo(NASDAQ-NMS:YHOO) would be won or lost on the quality of the search services each company is able to provide.

Google clearly expects that the competition will take a toll. The firm warned that its revenue growth rate, which was 118% in the first quarter, would slow and that its operating margins would decline, largely as a result of increasing competition.

Web sites that carry keyword-driven ads which Google and Overture provide have been able to play the two companies against each other to win increasingly favorable revenue cuts. Meanwhile, the search companies have been increasing their technology investments and marketing spending.

"We expect that Microsoft(NASDAQ-NMS:MSFT) will increasingly use its financial and engineering resources to compete with us," Google said. "Yahoo(NASDAQ-NMS:YHOO) has become an increasingly significant competitor" in the wake of its spate of acquisitions.

Not only do the two companies have experience and resources to bring to bear, but their Web portals, which offer consumer services that go well beyond search, provide an advantage in attracting Web users that poses a particular challenge, Google said in the filing.

Yahoo(NASDAQ-NMS:YHOO) was the No. 1 Internet destination in February when it served 72.1% of Internet users. MSN was No. 3, after Time Warner`s network, with 71%, and Google was No. 5, after eBay, with 40.3%.

-By Riva Richmond, Dow Jones Newswires; 201-938-5670; riva.richmond@ dowjones.com


Dow Jones Newswires
04-29-041733ET
Copyright (C) 2004 Dow Jones & Company, Inc. All Rights Reserved.

[rolliservice]

Google Ends Yahoo Pact, Cites Intense Rivalries In Filing



By Riva Richmond, Of DOW JONES NEWSWIRES

NEW YORK (Dow Jones)--Google Inc. said it will terminate in July its agreement to provide Web-search technology to Yahoo Inc.(NASDAQ-NMS:YHOO) (YHOO), which it named as its No. 2 nemesis after Microsoft Corp.(NASDAQ-NMS:MSFT) (MSFT) in its Thursday filing to sell shares to the public.

Google, Mountain View, Calif., said the Yahoo(NASDAQ-NMS:YHOO) pact accounted for less than 3% of its $961.9 million in revenue in 2003 and less than 3% of its first-quarter revenue of $389.6 million.

The news was no great surprise, but the move offered a window into the brutal competition that has been underway in the Web-search advertising business and that has long been driving two Internet titans` apart.

The formal split is unlikely to cause much disruption. Yahoo(NASDAQ-NMS:YHOO) had already mostly abandoned Google`s search technology ahead of the expected termination of their relationship, which dated to 2000.

The Sunnyvale, Calif. Internet portal decided to strike out on its own more than a year go after concluding that it needed to have its own Web search capability to remain a top destination for Internet surfers and to fully capitalize on the lucrative revenue that has been flooding in from keyword- generated ads.

Advertisers spent $2.5 billion on ads generated by search terms in 2003, nearly triple the $927 million of ads sold the year before, according to research firm eMarketer Inc.

To bulk up and grab a big piece of this rapidly expanding pie, Yahoo(NASDAQ-NMS:YHOO) spent more than $2 billion last year to buy Overture Services Inc., Google`s top competition in keyword ad serving, and Inktomi Corp.(NASDAQ-NMS:YHOO) , an algorithmic search technology maker. It made other smaller search-related acquisitions as well.

In February, Yahoo(NASDAQ-NMS:YHOO) jettisoned Google`s algorithmic search engine and began rolling out its own technology, developed from the assets its acquired, across its global network. The transition was still underway until a couple of weeks ago, when Yahoo(NASDAQ-NMS:YHOO) stopped using Google`s image-search technology in favor of its own.

Yahoo(NASDAQ-NMS:YHOO) declined to comment for this story, only issuing a statement affirming its focus on developing compelling products and services for Internet users and advertisers.

Yahoo`s(NASDAQ-NMS:YHOO) aggressive move into the search arena got the attention of Microsoft(NASDAQ-NMS:MSFT) , whose Internet portal MSN was a client of both Inktomi(NASDAQ-NMS:YHOO) and Overture. Though MSN continues to work with both providers under the Yahoo(NASDAQ-NMS:YHOO) roof, it is working hard to develop its own search technology and gain independence from its rival. The Redmond, Wash., software giant, which has a history of entering markets late but then dominating them, plans to launch its own search service later this year.

In the face of these vigorous efforts by Microsoft(NASDAQ-NMS:MSFT) and Yahoo(NASDAQ-NMS:YHOO) , Google frankly called the two companies its "primary competitors" in its filing for an initial public offering Thursday, though it also named online-advertising companies and traditional media companies as competitive threats. Google said its battles with Microsoft(NASDAQ-NMS:MSFT) and Yahoo(NASDAQ-NMS:YHOO) would be won or lost on the quality of the search services each company is able to provide.

Google clearly expects that the competition will take a toll. The firm warned that its revenue growth rate, which was 118% in the first quarter, would slow and that its operating margins would decline, largely as a result of increasing competition.

Web sites that carry keyword-driven ads which Google and Overture provide have been able to play the two companies against each other to win increasingly favorable revenue cuts. Meanwhile, the search companies have been increasing their technology investments and marketing spending.

"We expect that Microsoft(NASDAQ-NMS:MSFT) will increasingly use its financial and engineering resources to compete with us," Google said. "Yahoo(NASDAQ-NMS:YHOO) has become an increasingly significant competitor" in the wake of its spate of acquisitions.

Not only do the two companies have experience and resources to bring to bear, but their Web portals, which offer consumer services that go well beyond search, provide an advantage in attracting Web users that poses a particular challenge, Google said in the filing.

Yahoo(NASDAQ-NMS:YHOO) was the No. 1 Internet destination in February when it served 72.1% of Internet users. MSN was No. 3, after Time Warner`s network, with 71%, and Google was No. 5, after eBay, with 40.3%.

-By Riva Richmond, Dow Jones Newswires; 201-938-5670; riva.richmond@ dowjones.com


Dow Jones Newswires
04-29-041733ET
Copyright (C) 2004 Dow Jones & Company, Inc. All Rights Reserved.

[rolliservice]

Geht doch heute schon in die richtige Richtung -5%

[BIOMIRA]

im TOP minus 8%
der chart zeigt starke VK signale
ich denke montag gehts weiter runter
schön dumm wer bei 58 gekauft hat
denke die 58 sieht der markt nicht mehr
gruß
biom

[rolliservice]

Netter Bericht

Google Wants Fair Stock Value But Looks For Big Bucks



By Mark Boslet, Of DOW JONES NEWSWIRES

PALO ALTO, Calif. (Dow Jones)--Google Inc. (GGL.XX) argues it wants its stock price to reflect a "fair-market" value for the company - not runaway speculation.

But the Internet search engine also seems to expect a lofty share price at the initial public offering it unveiled Thursday. Unless Google splits its shares before its planned auction, which could come as early as June, the shares could reach $100, according to an analysis of financial details in the registration statement the company filed with the Securities and Exchange Commission.

In the statement, Google`s founders, Sergey Brin and Larry Page, warn investors not to bid for IPO shares if they believe the price is unsustainable. Successful bidders may find themselves tagged with the "winner`s curse," the S1 document states. If these investors conclude they paid too much and quickly decide to sell, the stock could fall sharply.

But Google appears to anticipate a handsome price for its shares regardless of market gyrations. Analysts expect the company to sell 10% to 15% of itself to investors, or somewhere between 30 million and 45 million shares. The company had 264 million shares at the end of the first quarter in March, so the offering would bring the total close to 300 million.

To raise the $2.7 billion Google says it wants from the auction - and assuming shares contributed by Brin and Page make up only 10% of the stock offered publicly - the price of the stock would have to be between $66 and $100.

At these prices, the company`s market capitalization itself would range from $ 20 billion to $29 billion.

"We`re into new territory," says Richard Peterson. Stock auctions, commonly referred to as Dutch auctions, try to squeeze the inefficiency out of IPOs by letting the market set the price, and not Wall Street firms, which typically price IPO stock artificially low to allow a big first-day rise.

Peterson says only 10 auctions have been conducted in the U.S. Because of its size, Google`s is likely to become a test case.

"I don`t think you`ll have that much room to run" with the first-day stock price, says Paul Bard, an analyst at Greenwich, Conn.-based Renaissance Capital. However, the auction "is something that could completely change the landscape."

Despite the market`s role, Google could come away with a frothy market capitalization, perhaps even greater than the stock price would suggest. Bard says he found that the market capitalization of Internet companies eBay Inc.(NASDAQ-NMS:EBAY) ( EBAY(NASDAQ-NMS:EBAY) ), Yahoo! Inc.(NASDAQ-NMS:YHOO) (YHOO) and Ask Jeeves Inc.(NASDAQ-NMS:ASKJ) (ASKJ) came to an average of 15.3 time their sales. Applying that metric to Google, which had $390 million of sales in the first quarter, brings a market value of $23.8 billion.

Looking at operating income leads to an even higher number. The three Internet companies have market capitalizations that are an average of 50 times their operating income. Using this ratio, Google`s first-quarter operating income of $ 155 million would lead to a $30.7 billion capitalization.

Comparing Google to just Yahoo(NASDAQ-NMS:YHOO) leads to even higher expectations. Using the ratio of Yahoo`s(NASDAQ-NMS:YHOO) operating income to market capitalization brings Google a nearly $40 billion value, according to Francis Gaskins, the editor of IPO Desktop.

To keep its share price attractive to individual investors, Bard suggests Google may decide to split its stock before bidding starts.

Still, "I`m a little concerned everyone thinks Google is the road to riches," says investor Douglas Whitman, president of Whitman Capital. "It`s hard to justify the valuation it will have when it goes public."

-By Mark Boslet, Dow Jones Newswires, 650-496-1366

[e-mail]


Dow Jones Newswires
04-30-042129ET

[rolliservice]

Comparing Google to just Yahoo(NASDAQ-NMS:YHOO) leads to even higher expectations. Using the ratio of Yahoo`s(NASDAQ-NMS:YHOO) operating income to market capitalization brings Google a nearly $40 billion value, according to Francis Gaskins, the editor of IPO Desktop!!!!!!


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