SFLY Forum Topics
- All Comments on SFLY
- General Discussion on SFLY
- Microsoft’s Shopping List [view article]
- What Should Microsoft Buy Instead? [view article]
- Still Bullish on Shutterfly [view article]
- A Disappointing Shutterfly Is Under Serious Pressure [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Shutterfly Looks Dirt Cheap [view article]
- Why is Shutterfly Shuddering? [view article]
- Why Yahoo Must Acquire Shutterfly [view article]
- How To Survive the Market Sinkhole [view article]
- Why Is Shutterfly's Jim Clark So Concerned About SarbOx Constraints? [view article]
- Heed Jim Clark's SarbOx Warning [view article]
loading ...Recent SFLY Articles
- Microsoft’s Shopping List
- What Should Microsoft Buy Instead?
- Still Bullish on Shutterfly
- A Disappointing Shutterfly Is Under Serious Pressure
- Wall Street Breakfast: Must-Know News
- Shutterfly Looks Dirt Cheap
- Shutterfly: Picturing Profits
- Shutterfly Revenue Beats but EPS Misses
- Expect Shutterfly to Bounce Back
- AmTech Downgrades Shutterfly, Other Analysts Not so Sure
- Full List of Articles »
Microsoft’s Shopping List [view article]
Microsoft would be stupid to buy a property website in the US because they all lose copious amounts of money. They should look at markets overseas where big profits are made from connecting realtors to buyers. Rightmove (UK), ImmobilenScout24 (Germany), SeLoger (France) and REA Group (Australia) all make 30-40% profit margins and have - collectively - created billions in new wealth for their owners. Why should Microsoft back companies that only lose money ? Backing winners would seem a more sensible course. ReplyWhat Should Microsoft Buy Instead? [view article]
Agree with previous commentator, Baidu is the MSFT acquisition which stikes fear in the hearts of the Google founders who could never compete due to U.S./China relations and antitrust considerations. And it represents the future, while Yahoo represents the unsuccessful past. ReplyMicrosoft’s Shopping List [view article]
SA editors,Where is Sramana's disclosure regarding the above mentioned stocks? Reply
Still Bullish on Shutterfly [view article]
What is the attraction? What would make the average Joe (me) want to create an account and use this company's service? I don't see the hook to reel me in. Let me know, would ya'? ReplyWhat Should Microsoft Buy Instead? [view article]
Nice job ignoring the 800lb gorilla in the room. Microsoft could buy Baidu for somewhere south of $20b and get a jump on Google in China. After all, its Google is Microsoft's natural competitor and China is the next big prize. I'm surprised you didn't even mention it. ReplyGrillo
What Should Microsoft Buy Instead? [view article]
Extraordinary article! In all the intensity of this Yahoo-Microsoft almost-deal, we might have forgotten to ask the most relevant question in the first place: why does Microsoft need Yahoo? Which is to say, how come Microsoft, with all its might, has been unable to build a relevant, coherent Web presence by itself? In part, this link to an incredible video in YouTube entitled "Microsoft Re-Designs the Ipod Packaging" explains it: www.youtube.com/watch?...Microsoft has grown to be a soul-less corporation that has lost touch with what consumers value today. Yahoo is not far behind -hence its woes-. The difference between these two companies and the portfolio mentioned in your article is that the latter includes true representatives of the Web 2.0 ethos: nimble, personal, creative, emotional. I am afraid Microsoft's corporate culture will simply smother everything it touches. It is good that the deal Yahoo-Microsotf didn't take place: most likely, it would have been another AOL-Time Warner or Sprint-Nextel. Reply
Investor
What Should Microsoft Buy Instead? [view article]
Unload MSN to Yahoo! (or to somebody interested). Microsoft will have to pay for it, but it's better than continue to lose at rate of almost a billion a year. ReplyWhat Should Microsoft Buy Instead? [view article]
How about they throw a curve ball and buy AMD...Ridiculously cheap, getting back on track...oh who the hell knows? ReplyStill Bullish on Shutterfly [view article]
"The stock fell to a 52-week low of $12.65 on the day following the announcement of the results. It recovered during the day and closed at $14.68. I’d say, buy some. "Unfortrunately, this stock is a dog. Making a 52 week low is not an indication to buy a stock. Online photos is not a growth dector. It is saturated and given that this company is still blleding, no one is going to buy them, just doesn't make sense. Alpha pump at it's best.
Reply
Still Bullish on Shutterfly [view article]
"I have always mentioned that Yahoo! (YHOO) should buy Shutterfly"We believe that you mentioned this when SFLY was trading in the $27 range. As there has not been an offer while trading in the $14 range, do you wish to reconsider and approach the acquisition vs. build from scratch option differently?
Just food for thought.
CrossProfit Reply
A Disappointing Shutterfly Is Under Serious Pressure [view article]
Shutterfly could benefit if idiot Ballmer gets his hands on Yahoo, and, thus, Flickr. Obviously, Flickr would be totally useless from the time Redmond started messing with it, just like they ruined HoTMail. ReplyWall Street Breakfast: Must-Know News [view article]
Many thanks to Seeking Alpha! ReplyWall Street Breakfast: Must-Know News [view article]
love your wrap ups ReplyWall Street Breakfast: Must-Know News [view article]
Been watching Revlon plunge!!! This news is good, but doesn't it just sceam - It's time for another company to BUY Revlon? Why is nobody interested? ReplyWall Street Breakfast: Must-Know News [view article]
Rabbi Hoffman, I would be lost without your information! Mazel Mazel Good things! Reply