Time Warner Inc. (TWX)

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  • commenter
    oceandude
    Feb 17 12:37 PM
    Yahoo's Future: The Employee Perspective [view article]
    I keep hearing remarks like: "Microsoft is not a Valley company."

    That's funny in a search advertising context, since Yahoo's Search Advertising group isn't in the Valley either. They are in Burbank, CA (Southern Cal) -- the result of Yahoo's Overture acquisition.

    Yahoo is in a no-win situation. All three major options are depressing to employees.

    1. Microsoft buys Yahoo. Ick. "Real" engineers hate Microsoft.
    2. All deals fall apart. Stock slides back to 18 or so. Shareholder lawsuits filed. Believe me, Yahoo employees don't care about the stock's "upside". They want the highest price for their options, now. Plus the lawsuits would be a huge distraction.
    3. Outsource to Google. Basically this would be giving up. Not much worse for employee morale. And what happens to all the employees replaced by Google? Pink slips?

    The News Corp. thing is okay, except it will probably massively overvalue MySpace. It's obvious to everyone under 25-30 that Facebook is far superior to MySpace. Frankly I think MySpace started it's decline in 2007. And what's so great about MySpace anyway? Google themselves complain about the advertising revenue from it.

    Yahoo is simply in a very tough spot.     Reply
  • commenter
    Tom B
    Feb 17 11:01 AM
    Yahoo's Future: The Employee Perspective [view article]
    "The real competition for all three Yhoo, MSFT, and Goog is the competition for ad dollars that is mounting from the traditional media media plaers"

    Interestinh idea. Can you offer some links? I'm skeptical.     Reply
  • commenter
    tedstr
    Feb 17 08:28 AM
    Yahoo's Future: The Employee Perspective [view article]
    The real competition for all three Yhoo, MSFT, and Goog is the competition for ad dollars that is mounting from the traditional media media plaers. After 10 years and many failures, those guys are slowly getting their act together, in an unholy alliance with the ad agencies, and will take a powerful chunk out of the stand alone dotcoms in the next 2 years.

    None of these three have woken up to this and are truely prepared to fight it. Any configuration of these mergers will cause so much internal strife that they will be bickering internally while Rome burns around them.     Reply
  • commenter
    Brewer
    Feb 15 02:22 PM
    Under The Radar News - Thursday [view article]
    I would like to know how an 'analyst' thinks that a new computer model, added to the mix, could cause an '18% drop in sales'? Is it because it's an Apple product and analysts are as clueless as ever?

    Sure, it could sell 18% less than they thought it would, but how, exactly, is a *new* model going to drag down sales of existing products? That just make no sense whatsoever. Enlighten me.     Reply
  • commenter
    blah-blah
    Feb 14 08:13 PM
    Under The Radar News - Thursday [view article]
    I was just commenting on what Abe said - they could have fixed that heatsink problem over a year ago - what's stopping them? Reply
  • commenter
    Tom B
    Feb 14 03:49 PM
    Under The Radar News - Thursday [view article]
    I just wanted to know the effect of the return rate on inventories. Just collecting data points. Reply
  • commenter
    blah-blah
    Feb 14 03:42 PM
    Under The Radar News - Thursday [view article]
    I thought it was closer to 30% - it is indeed an embarassment

    How hard is it to attach an extra heat sync to the unit before shipping it?     Reply
  • commenter
    digivision
    Feb 14 03:28 PM
    My Website
    Under The Radar News - Thursday [view article]
    xbox another lousy badly engineered piece of technology by Microsoft
    15% failure rate is an embarrassment .. i can only imagine if something like this would happen to Apple right now the stock would be in the single digits LOL
    anyway I think right now MSFT is a good buy if it goes down to $25-26     Reply
  • commenter
    Tom B
    Feb 14 10:45 AM
    Under The Radar News - Thursday [view article]
    "Microsoft (MSFT) is seeing Xbox 360 shortages in the U.S., as it failed to anticipate strong post-holiday demand."

    Demand, or failure due to overheating? How are warranty returns handled, typically?     Reply
  • commenter
    thenoseknows
    Feb 14 09:07 AM
    Yahoo and AOL: Desperation All Around [view article]
    I think Jerry is trying to buy time so he can figure out what his next move will be. If newscorps does invest in Yahoo, things could get a little dicey for Microsoft. Reply
  • commenter
    User 74361
    Feb 13 01:37 PM
    Wall Street Breakfast: Must-Know News [view article]
    This newsletter would be useful if it came BEFORE breakfast instead of after LUNCH. Reply
  • commenter
    Pesel
    Feb 12 09:34 AM
    Wall Street Breakfast: Must-Know News [view article]
    That's the problem, companies are still in the GREEDY mode, looking for profitability any way they can---while they should be looking at the fundamentals of survival...or at the very least looking at how they became a successful company to begin with---quality product or service, efficiency, good management AND NO COOKING THE BOOKS! Reply
  • commenter
    Tom B
    Feb 12 09:12 AM
    Wall Street Breakfast: Must-Know News [view article]
    "BlackBerry goes black - again. For the second time in 12 months, Research In Motion (RIMM) was hit with an extended outage to its BlackBerry email service, a development which threatens to undermine its high-profile reputation."

    This is actually GOOD news, because it will favor less proprietary systems, like the iPhone.     Reply
  • commenter
    Syl
    Feb 09 09:50 PM
    Wall Street Breakfast: Must-Know News [view article]
    Which bank corporation are you repoeting on? Bank of America or Bank of New York. Reply
  • commenter
    June Klein
    Feb 07 12:26 PM
    Wikinvest to Introduce Industry Comp Data for Stock Research [view article]
    By the time traditional data is available, it is too late or lacks qualitative factors that make a difference. I tried to get a "wikinvest" going 4 years ago when my book was launched, Evolution Of Trading: How Technology and Governance are Changing Finance in the 21st Century, but was not able to get any response from wiki. EvolutionOfTrading.com Since then my Electronic-BoardroomTM... Porfolio has gone through the roof. My exchangamania concept was buying actual acquirer exchanges and likely aqusition exchanges (eg. CME. CBOT, Euronext, LSE, QQQQ, Phillipine Stock Exchange, ICE, QQQQ, NYME, )and electronic trading platforms before they were bought by exchanges (eg. archipeligo before NYSE bought it) and compliance related firms.

    Technology & Marketing Ventures, Inc. also has the TMVI(tm) Rating System that was published in 3 of Oxford Universty's Study of Business Values books and has a proven track record. By viewing companies and investments based on an analysis of their technology, marketing, ventures, and "inc" unconventional info and conclusions result.     Reply
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