YHOO Forum Topics
- All Comments on YHOO
- General Discussion on YHOO
- Why Jerry Yang Needs To Drive a Beer Truck [view article]
- Avoiding the Internet Death Spiral: More Advice for Yahoo [view article]
- What Should Jerry Do? My Advice to Yahoo [view article]
- Under The Radar News - Friday [view article]
- How Can Microsoft Overtake Yahoo, Google? [view article]
- MSFT's Call Option on YHOO [view article]
- Why You Should Short Companies Doing Share Buybacks [view article]
- Yahoo: If You Want Independence, Back Away From Google [view article]
- What to Do About Yahoo? - Fast Money Recap (5/5/08) [view article]
- AOL: This Is What Yahoo Was So Excited About? [view article]
- Yahoo Buzz Launches: Popular Stories To Go On Yahoo Homepage [view article]
- Yahoo! Message Boards And Iomega [view article]
Recent YHOO Articles
- Avoiding the Internet Death Spiral: More Advice for Yahoo
- FedEx Fails to Deliver - Fast Money (5/9/08)
- How Can Microsoft Overtake Yahoo, Google?
- Clearing the Way for Google
- MSFT's Call Option on YHOO
- Under The Radar News - Friday
- Wall Street Breakfast: Must-Know News
- Yahoo: If You Want Independence, Back Away From Google
- Why Google Never Really Wanted the Yahoo Search Deal
- Buffett, Yang or Ballmer? A Contrast in Management Styles
- Full List of Articles »
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Why Jerry Yang Needs To Drive a Beer Truck [view article]
All of you idiots bagging on Mr. Sweeney. Have you checked the BIO? I think this guy is successful for a reason and all of you rookie and wannabe traders ( beer truck drivers?) may just want to listen to what the man has to say. I bought Yahoo on spec sure....and at 27.80 I am pretty much screwed...should have bought visa at 63.00 where it was at the time I bought Yhoo..DUMB. Buit it is what it is and Tim is right on Target whether you like it or not ReplyAvoiding the Internet Death Spiral: More Advice for Yahoo [view article]
Absolutely correct. Yang and Decker act and speak as though the employees are idiots. They repeat the same retoric at every all-hands meeting. Same b.s. No substance, just hot air. Yahoo has already entered the death spiral. Yahoo will be just another AOL, Netscape, Excite, Roadrunner, etc. Look in the mirror Jerry Yang...you are already naked. The problem with pathological b.s.'r like Decker and Yang is that they start to believe what they are saying....all the while nobody else does. ReplyCalifornia
What Should Jerry Do? My Advice to Yahoo [view article]
It looks like the stock is staying between $24 and $26 like he says in the article. Is it legal for wall street to do this? You would have thought that the 25 puts would have been worth a lot more after Microsoft gave up. I don't own a lot of shares, but I am going to sell today. ReplyCalifornia
Avoiding the Internet Death Spiral: More Advice for Yahoo [view article]
I thnk a its great suggestion. It would show the employees that he does have faith in his plan. It would show the shareholders that he has a real plan. Kind of like putting your money where your mouth is.As a shareholder, I would want the money, but if they are not going to sell, Yang needs to either do something like this or quit. I think the employees don't trust him.
What will happen to Yahoo if Jerry gets fired? I think I am selling. Reply
Avoiding the Internet Death Spiral: More Advice for Yahoo [view article]
RE: $35 employee option.That shows confidence, but is it a motivator? Reply
Under The Radar News - Friday [view article]
Must be the other people on the 'net then... ReplyInvestor
How Can Microsoft Overtake Yahoo, Google? [view article]
"Technology that will make search and advertising work for advertisers: Microsoft beats Google beats Yahoo. "Any evidence? So far Google has proven superior technology, much higher per click rate is the evidence. If MS had better technology, it could charge higher rates, but apparently it can't. Even with lower rates, it can't compete with Google. Reply
Avoiding the Internet Death Spiral: More Advice for Yahoo [view article]
Not worth commenting on! ReplyMSFT's Call Option on YHOO [view article]
Non-sensical analogy.Why has not the price of YHOO gone back to where it was pre MSFT bid(s) ? I don't think it;s because of Yang's predictions.
Apparently the market thinks MSFT will get YHOO at it's current price once it's obvious YHOO won't go any lower.
The investors are beginning to revolt against the board (Yang).
I have some 30 JAN 09 calls in both MSFT & YHOO.
Had a profit in the MSFTs but being inherently greedy I'll wait.
Reply
function
MSFT's Call Option on YHOO [view article]
fudge fudge fuged Replyfunction
MSFT's Call Option on YHOO [view article]
Vafer2k has it. MSFT comes back and scoops Yahoo in the 30's. Where is MSFT going to get the same heft? Facebutt ? give me a break. It is annoying.Ballmer/Gates are in effect teaching by example. They did not want to go hostile with all the attendent risks. Quite the opposite they want a mating. Thus the mating dance.
The key to getting the girl you want is to make HER want it. By the time this deal occurs the granola crunching crowd at YAHOO is going to actually want the deal. They have already made Yang and stock holders say it. Next the employees!
Its said Ballmer and Gates are wicked poker players. I believe it. Reply
Schweitzer
Why You Should Short Companies Doing Share Buybacks [view article]
In the words of a thousand lawyers:"It all depends..."
Take the almost classic case of AFL, which borrowed funds for cash flow to cover buy-backs, at a particular period.
Consider: interest deduction; cap gains rates (in that era) to investors looking to the liquidity positions of portfolios; classic shift to "cost of capital" approach (the absolute measure of quality of operations); greater ROE. Interest rate lower than net earnings rate (i.e., AFL surplus rising at greater rate than interest rate).
A thing to look out for is the a big build up in cash position that may indicate that the enterprise can not deploy its assets profitably, or at least, if so, at a less profitable rate. Reply
MSFT's Call Option on YHOO [view article]
Has to be one of the oddest analysis I've read. Merge with cbs, att, or go private? huh? why not add EMC or Oracle while you're at it. Hey, Cisco got a boat load of cash too. Options, dericatives, puts & calls? Woah there. Keep it simple. It's a great move my MS to bring them to the table. The timing with the upcoming shareholders meetings is perfect. IMO, they meet in the middle at $35. Replyk_express
MSFT's Call Option on YHOO [view article]
"I own 5% of what I owned on Feb 1."And then in the next paragraph:
"Those who say Steve Ballmer’s job is on the line are crazy. MSFT is erecting a monument in his honor in Redmond and soon, YHOO HQ."
Wait, why are you selling your stock, exactly?
If you expect me to take you seriously, please don't undermine your own article's credibility within 2 sentences of trying to make an amateurish point.
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COMPANY
CHGO.
MSFT's Call Option on YHOO [view article]
The only call option I see here is Ballmer's option to call Yang of Yhoo and say O.K. LET'S GET IT OVER WITH AT $35 AND CALL IT A DEAL!!! Reply