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Gemini846 (24.16) Submitted: 5/05/08 10:43 AM : Start Price: $24.04 YHOO Score: -16.03
MSFT is no dummy. They called YHOO's bluff and now they are circling around knowing there is blood in the water and nobody else to bite. They can bide thier time and buy YHOO for $20 in 3 months.
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LookMomBoogers (96.59) Submitted: 5/05/08 12:23 PM
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I totally agree with your assesment. I believe YHOO will hang-Yang out to dry and place a CEO that understands the fair value of the company. Then MSFT buys it for less then the original offer.
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valunvesthere (25.48) Submitted: 5/06/08 12:22 AM
Hello Gemini846,Deal or no Deal, Yahoo is still the #2 web search engine.The last time I've checked #1 Google#2 Yahoo#3 Baidu#4 MSN#5 NHN#6 eBay#7 Time Warner (including AOL)#8 ASK.com and related#9 Yandex#10 Alibaba.comFinally, there's more than one fish in the ocean! I personally would like to see some sort of alliance of Yahoo, Baidu, Time Warner (includes AOL), and Alibaba.From Valunvesthere.
valunvesthere (25.48) Submitted: 5/06/08 12:21 AM
Hello LookMomBoogers,Deal or no Deal, Yahoo is still the #2 web search engine.The last time I've checked #1 Google#2 Yahoo#3 Baidu#4 MSN#5 NHN#6 eBay#7 Time Warner (including AOL)#8 ASK.com and related#9 Yandex#10 Alibaba.comFinally, there's more than one fish in the ocean! I personally would like to see some sort of alliance of Yahoo, Baidu, Time Warner (includes AOL), and Alibaba.From Valunvesthere. P.S. Jerry Yang knows what's he's doing.
Gemini846 (24.16) Submitted: 5/07/08 12:36 PM
So you subscribe to the turn around theory? (I assume so if you are proping Yang.) Do any of those other companies have the cash for a buyout or would they have to consider some kind of merger. Maybe Baidu, but that name is so unknown in the states. The only people I ever hear that know the name either hang out in coffee bars or forex day traders talking about dabbling in stocks.Search is a funny thing when we discuss revenue. Do any of these companies actually make money licensing thier search technology (other than GOOG and MSFT live search by force). I know a lot of software wants to install the "yahoo toolbar" but honestly I can't stand the idea of putting one of those spy invested things on my pc. Is this the revenue stream we're talking about selling search data (what GOOG is in under the glass for).Yahoo makes most of it's ad money from mail and IM users to my understanding. I may be wrong on the prediction, but I think MSFT will be back and if they do come back it will be lower.
braves66boy2007 (84.62) Submitted: 5/16/08 3:20 PM
Yahoo spent a lot of money developing the technology that will allow them to put up ads whenever you use their search engine. Now they are saying the money the spent on it was not worth a dime because they need Google to help them put ads up whenever you use their search engine. What does the say about the companies management. It says that they do not care to make money for their shareholders. Yang is done, once Carl Icahn gets the board he wants. If Carl does not get the board he wants this stock will go under $20 because of Yang and the inability of anybody want to buying Yahoo.
Gemini846 (24.16) Submitted: 5/19/08 8:59 AM
That's a good assessment. Do you have a prediction on whether or not shareholders at large will support Icahn. How do funds normally vote thier proxies in things like this. I would assume they would vote for the highest share price in the short term since they can always buy some other company with their money.
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