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I am not betting on Microhoo

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February 01, 2008 – Comments (2) | RELATED TICKERS: YHOO , MSFT

If you were awake today, you know that Mr Softy bid for Yahoo.

I am taking my fake profits in Yahoo.

I believe the integration risk is immense. these are huge companies. different cultures. Yahoo's efforts have already been described as a thin smear of peanut butter. the same, frankly, could be said of Mr Softy's investments in the Net arena. there's no focus there. I know Yahoo is paring down, and I know they control a huge swath of internet real estate ... but they won't be a focused company. 

Yahoo might not accept, either.

So long, Microhoo.     

2 Comments – Post Your Own

#1) On February 01, 2008 at 5:04 PM, cubanstockpicker (20.93) wrote:

Rerad my blog

http://caps.fool.com/Blogs/ViewBlog.aspx?t=01009063290283398430 

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#2) On February 01, 2008 at 5:27 PM, abitare (29.58) wrote:

Seems like a good call. Jim Rogers on bloomberg.com agrees
.

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