Yahoo! Inc. (YHOO)

All Comments on YHOO

  • commenter
    George P
    Oct 15 12:57 PM
    Yahoo Earnings: Too Much Could Go Wrong [view article]
    Yeah I was long for the last month, but last Thursday cashed in and used some profits to buy Oct call options at 30. There's many risks to think the stock would trade lower, but I remain cautiously optimistic ahead of earning. Reply
  • commenter
    PC&G
    Oct 11 05:29 PM
    Google Leads in Global Search, But Rivals Are on Radar [view article]
    No one company should dominate in my opinion, but at the same time I have to applaud creativity and ingenuity over....the opposite of that. I will have to say I have used Naver regularly (used to live in South Korea) and it is phenomenal, it was doing what Google is doing today 5 years ago. If Naver were an American company and operated in English (still the language of the web) Google would be nothing today. As for Yahoo!, maybe they should take that advice last week from Bernstein and outsource their searches to Google (cool article on that www.newsvisual.com/new... ). Microsoft, maybe they should stick with more Halo games. Reply
  • commenter
    George
    Riddick
    Oct 11 11:26 AM
    Google Leads in Global Search, But Rivals Are on Radar [view article]
    Good morning, Judith

    I think I represent a minority of folks out here who have an entirely different view of Google than you, and most other financial journalists and analysts, I follow these days.

    You see, you continue to report on all the phenomenal upside of this thing they call "google" ... yet you completely ignore the more predictable downside. This misleads investors in my view, and leads to the type of things that happened back in 2000.

    The little old ladies in Omaha end up holding the bag.

    Google, for years, has written its own rules. Its rocket scientists invented a new moral compass owned and operated exclusively by a select few inside Google .. and several of their lawyers, investment bankers, and venture capitalist friends as well.

    They rob from the middle class and give to the poor ... and others in the middle class .. and to the rich ... and to themselves. Over and over again. Google is one of the most flagrant copyright infringers on the planet. Day in and day out ... millions of times a day ... every day.

    Not everyone plans to sell out and settle with Google, as they apparently see all of this "shaking out". Wait and see.

    And if you don't think a misguided moral compass, unethical business practices, corporate arrogance, hypocrisy, and greed can bring down someone as mighty as Google, you might want to think again.
    Can you spell ENRON?

    Judith, I would never make such a claim without substantial proof of what I say. I'd be happy to review our research, and our extensive documentation, with you in more detail if you ever decide to tell your readers the flip side of the Google story. The true side.

    George P. Riddick, III
    Chairman/CEO
    Imageline, Inc.

    griddick@imageline2.co...     Reply
  • commenter
    krasowskic
    Oct 09 10:28 PM
    My Website
    New Search Tools Only Showcase Google's Lead [view article]
    I don't think there can be a peak with Search results?
    How often do you use the search engines and how often do you find exactly what you need? Do you answers sound like the technology has peaked?

    I think we are far from perfect, but personalization is the way to get close.     Reply
  • commenter
    Marcel
    McSweeney
    Oct 08 11:16 PM
    New Search Tools Only Showcase Google's Lead [view article]
    It reads like what you're describing is a peak as it appears it can't get any better. is all great news, and anyone would be a fool not to tell their grandmother to invest.
     Reply
  • commenter
    Daniel
    Jacome
    Oct 07 04:06 PM
    My Website
    Bernstein Devises Yahoo Break-Up Scenario [view article]
    stock skeptic,

    your argument is very weak -- the wall street sell sider's job is important, and bean counters are necessary simply because management can't always be trusted to do the job themselves...

    YHOO is being poorly run: you CLEARLY have not down your HW, the CSFB analyst has...here is my math

    YHOO ROIC = 3.85%

    YHOO WACC = 11.79%

    EVA spread = negative 7.94%

    negative EVA = ($1.137B).......that is right, in the last 12 mths, YHOO has thrown away over $1B in shareholder money...

    looks like maybe you should pipe down the ranting and start doing some "back of the envelope math" yourself.     Reply
  • commenter
    Stock
    Skeptic
    Oct 07 03:38 PM
    Bernstein Devises Yahoo Break-Up Scenario [view article]
    This analyst's comments about Yahoo got a lot of media play. But who exactly is Jeffrey Lindsay? Has he ever run a company? Been employed in the tech industry? Is he a veteran of many years of operating companies or a wet-behind-the-ears bean counter who's basically running some numbers in a spreadsheet or on the back of an envelope? I think it's time to start challenging some of these analysts who are only looking at companies on paper who have no idea whatsoever what it takes - or means - to run a real company or have real profits. I'm tired of analysts - not real businesspeople - determining companies' fates and prices. Reply
  • commenter
    Stock
    Skeptic
    Oct 07 03:38 PM
    Bernstein Devises Yahoo Break-Up Scenario [view article]
    This analyst's comments about Yahoo got a lot of media play. But who exactly is Jeffrey Lindsay? Has he ever run a company? Been employed in the tech industry? Is he a veteran of many years of operating companies or a wet-behind-the-ears bean counter who's basically running some numbers in a spreadsheet or on the back of an envelope? I think it's time to start challenging some of these analysts who are only looking at companies on paper who have no idea whatsoever what it takes - or means - to run a real company or have real profits. I'm tired of analysts - not real businesspeople - determining companies' fates and prices. Reply
  • commenter
    Valueplay98
    Oct 05 03:34 PM
    Death of Online Display Ads Greatly Exaggerated [view article]
    What is an online dispay ad ? I use Firefox + AdBlock Plus - I see no ads! It won't be long til there is a free ABP for IE - IMO Reply
  • commenter
    adanalyst
    Oct 05 12:03 PM
    Death of Online Display Ads Greatly Exaggerated [view article]
    Search is much closer to the end of the purchase process than display and the current industry associated activity attribution of online ROI measurement is to the last click and in some cases the last ad exposure (with no click). This system attributes a disproportionate amount of credit to the last exposure in a series of exposures to a potential customer and thus benefits search and by default Google.

    The industry is currently exploring models that will distribute credit across a series of ad exposures. Yahoo, Google, MSN and a few start-ups are all working on this problem.

    The solution, will give assist (Yahoo internal terminology) credit to display and likely move some of the search ad dollars into display + other graphical/video type media over time.

    GOOG holders. Don't fret - Google is well positioned if the DClick purchase goes through.     Reply
  • commenter
    Tom B
    Oct 03 11:17 PM
    Internet All-Stars - Then and Now [view article]
    1) How about Apple.com?

    2) Presumably LinkedIn picked up most of Monster's loss? And maybe Facebook, for academics?     Reply
  • commenter
    flyfisher
    Oct 01 07:11 PM
    Why Did Yahoo Give Softbank Such a Sweet Price for Overture Japan? [view article]
    what the...?
    I thought that price-to-sales ratio was off by a decimal point or two until I downloaded the Yahoo Japan announcement myself and did the math. A price-to-sales ratio of 0.034 is insane!
    I really hope that those wall st analysts grill Yahoo! execs on this point during Q3 conference calls.
    Reply
  • commenter
    107177
    Oct 01 09:27 AM
    An Analysis of the Five Largest Short Interest Increases and Deceases [view article]
    For another approach to short selling, click on www.shortsaleinformati... Reply
  • commenter
    klinkaeo
    Sep 24 09:03 AM
    Yahoo! Secures Deal with Social Networking Site Bebo [view article]
    Abstract The purpose this research were to compare with achievement students in Thai subject (Thai 43202)...E-mail : rungsun_kk@yahoo.com rskk.ourtoolbar.com www.geocities.com/rung... search.msn.com/macros/...
    Reply
  • commenter
    Redact This
    Sep 24 04:41 AM
    Is There an Online Financial Services Ad Slowdown? [view article]
    CPM Advisors has some interesting analysis about how the Adrelevance numbers are overstated -- and this is disproportionately true for the Yahoo placements that many of the large lead generation companies use: cpmadvisors.com Reply
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