Comments on: Yahoo’s Stock Price Falls on Overly-Optimistic Expectations by Analysts

By: PPC Hero: Heroic Feats of Pay Per Click Management : PPC Weekly Roundup - 4/20/2007

Fri, 20 Apr 2007 20:58:12 +0000

[...] Industry analysts over predicted Yahoo!â€™s first quarter stock prices, mostly due to CEO Terry Semelâ€™s optimistic comments. Everyone was expecting Panama to be a â€˜smoking gun,â€™ but has it really had enough time to start firing? [...]

By: handsome rob

handsome rob — Wed, 18 Apr 2007 18:38:37 +0000

I think it\’s only fitting that Panama play a big part in the decline, since (IMHO) they pushed the release out early to cushion the fall of YHOO and let the advertisers shake out the bugs. But what the heck do I know? I had to use a calculator to answer the spam protection question.

By: Andy Beal

Andy Beal — Wed, 18 Apr 2007 16:09:22 +0000

@Mark – most of what I read suggests they expected too much out of Panama. Outside of Panama, most of Yahoo’s new partnerships were announced late Q1, so we probably won’t see any impact from these until late Q2.

By: Mark Barrera

Mark Barrera — Wed, 18 Apr 2007 16:00:15 +0000

But do you think the expectations were based solely on Panama? I think that Yahoo should have done better in other areas and that their earnings should not be pinned solely on the performance of Panama.