Yahoo! Inc. (YHOO)

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  • commenter
    nitadmin
    Feb 02 07:33 PM
    Microsoft/Yahoo Deal Should Go Through [view article]
    what will happen to Zimbra. Which Yahoo acquired recently. I don't think Microsoft will support a software which competes against its very lucative Exchange and Sharepoint products. Reply
  • commenter
    nitadmin
    Feb 02 07:31 PM
    Microsoft-Yahoo: What Will Stay, What Will Go? [view article]
    What about about Zimbra? What will Micorosft do to Yahoo owned Zimbra. This is product that goes against Microsoft Exchange and Sharepoint prodcuts. Will Microsoft kill Zimbra. Reply
  • commenter
    User 86999
    Feb 02 07:08 PM
    Microhoo: Tech Megamergers Rarely Work Well [view article]
    "... Hard to imagine Yang and Filo and other long-time Yahooians -- who've long made their fortunes -- sticking around ..."

    Maybe it will be a good thing, if they don't stick around! The war of the cultures is obvious, but there will be a change of guards, so to speak, which will probably be better than what is out there now, however, I have a feeling that even msft and yhoo merger is not enough to beat goog. It will be interesting for an HBR case study.     Reply
  • commenter
    User 86999
    Feb 02 06:55 PM
    Yahoo Finally Catches a Bid. The Deal Is Done. [view article]
    "Yahoo Finally Catches a Bid. The Deal Is Done."

    Is it? What nonsense is update 3 then? What are you smoking? Pass that on, I want some too. :-)     Reply
  • commenter
    User 86999
    Feb 02 06:44 PM
    Google: A Buy On MSFT/YHOO News? [view article]
    @ Adam & David:
    Thanks David, you've pretty much explained the reason why I said, google was overestimated in its growth. I completely agree with David, we're not at a good entry point yet.

    @Thomas:
    I'm just sharing an educated guess on synergy in a dispassionate cold way. I can smell the anti-MS sentiment, but as techie as I am, my interest here is to invest and make money, not to bash MS, or Windows, or anything else. Sure, time will tell, if MS can find some synergy there. If I do put my money on it, I hope I'm right about the synergy factor, or maybe I'll have to reconsider about this before I invest; now that you put me in doubt. ;-) Peace ...     Reply
  • commenter
    borisb
    Feb 02 06:11 PM
    News Corp. Scrambling to Bid for Yahoo? [view article]
    microsoft is unstoppable. Reply
  • commenter
    carlivar
    Feb 02 03:37 PM
    Microsoft/Yahoo: Will Google Play Spoiler and Bid Also? [view article]
    This would have anti-trust issues certainly, but GOOG still could bid just to make Microsoft pay more. Or even if it get shot down by anti-trust, tying up YHOO in a GOOG deal would also hurt Microsoft. Reply
  • commenter
    sally
    Feb 02 03:05 PM
    Microsoft/Yahoo: Will Google Play Spoiler and Bid Also? [view article]
    Wouldn't a Google-Yahoo takeover freak out the anti-trust folks in the USA and Europe? Reply
  • commenter
    Mittal_911
    Feb 02 03:00 PM
    News Corp. Scrambling to Bid for Yahoo? [view article]
    What is a probability that Microsoft might increase the offer? Reply
  • commenter
    firboy4
    Feb 02 12:54 PM
    Under The Radar News - Friday [view article]
    I've read much better from Eli. This one didn't really didn't tell me anything new or important. I was hoping for some info on WB that might be helpful in buying or not buying WB on Monday. Reply
  • commenter
    fxtrader07
    Feb 02 11:36 AM
    Microsoft Takeover Bid for Yahoo! [view article]
    yahoo is not down because of recession or fears thereof.
    it's down because it is falling more and more behind google.
    and nothing is to be seen that can stop this.
    msft greatly overpays for a loser who is in decline for the past 6years.
    if yahoo's shareholders or bod reject the deal they are simply stupid     Reply
  • commenter
    borisb
    Feb 02 10:23 AM
    Google: A Buy On MSFT/YHOO News? [view article]
    microsoft knows what its doing. Reply
  • commenter
    David Lentz
    Feb 02 09:19 AM
    Google: A Buy On MSFT/YHOO News? [view article]
    While I agree that a YHOO-MSFT combo poses little threat (and possibly a gift) to GOOG, I think that this is the wrong time to buy.

    Google is seeing a slowing of growth in advertising revenue as we head into a very challenging economy, moving in the direction of (if not actually into) stagflation. I would hold off a bit on buying GOOG on dips, as the dips are likely to increase in frequency and scope. Wait until it looks like the end of western civilization is at hand.

    To those who are dreaming that we may yet escape recession, the pending queue of mortgage defaults (both homeowners and commercial properties), $4/gal (if not $5) gasoline, soaring medical costs and rising unemployment can be mistaken for nothing but a looming recession, the exit from which is not yet apparent, as the Fed seems unable to do anything but ease the economy into it will a string of huge rate cuts, which will end up only exacerbating inflation, but are needed to save the banking system, which is hanging on to respectability (and confidence) by a thread.

    There will be in the coming weeks or months opportunities to acquire GOOG at much lower prices than one can today. If nothing else, look to the typical summer slump, and plan your purchases for the July-August time frame. Things might go worse from there, but that should be a lot lower entry point than we are at today.     Reply
  • commenter
    Adam Sharp
    Feb 02 04:09 AM
    My Website
    Google: A Buy On MSFT/YHOO News? [view article]
    Oops, that was a comment by anon, not Thomas. Reply
  • commenter
    Adam Sharp
    Feb 02 02:07 AM
    My Website
    Google: A Buy On MSFT/YHOO News? [view article]
    Hi Thomas. Please explain "GOOG PEG is low because its growth is overestimated @ 25%".

    My take - They only missed avg earnings estimates by .01 after you remove stock option costs, they missed revenue by $60 million or 2%. One of the big factors for the quarter seems to be that they had to Myspace a bunch of cash in Q4 as part of their $900 million ad deal (was triggered by minimum payment clause).

    Check out the conference call, they refer to the Myspace (or unnamed partner site, just guessing it's Myspace) payments as something that's probably just a one-time 4th qt event. Hopefully they won't make that mistake again. They're also doing a lot of ad-experiments to figure out what works on social media sites. It's not like search, harder to monetize and will take a bit to nail down.     Reply

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