Yahoo! Inc. (YHOO)

All Comments on YHOO

  • commenter
    oceandude
    Jan 18 12:33 PM
    Yahoo!: Cash In or Maintain Stock Holding? [view article]
    That's a YHOO 5-year chart. Reply
  • commenter
    stocker blog
    Jan 16 05:22 PM
    My Website
    Apple, Dreamworks, Yahoo!: Do $1 a Year CEOs Really Boost Stock Value? [view article]
    HI Dave

    I liked your thorough analysis about how the $1 a year guys really get paid. However, when I posted my "$1 a year salary CEO: Good for Stocks?"article, it wasn't meant to be a scientific analysis, as I would need a sample of at least 30 to determine statistical significance. As you are aware, the total population of companies with $1 a year CEO's is very small.
    My article was more of a general observation using the assumption that if the CEO's are compensated primarly by price performance (either options or restricted stock), then it would seem that the stock performance should be good.
    If enough executives are paid this way, then it can actually add pennies per share to company earnings. National Student Marketing Corp. tried this in the 1970's with ALL their employees, and it helped the earnings and stock price enormously (before the company went out of business).

    Stockerblog     Reply
  • commenter
    john olagues
    Jan 15 12:49 PM
    My Website
    Apple, Dreamworks, Yahoo!: Do $1 a Year CEOs Really Boost Stock Value? [view article]
    Dear Dave:

    Terry Semel did better than you suggest.

    He pocketed $450,000,000 net from exercises of options and sales of stock.

    He still holds about $300,000,000 -320,000,000 in fair value of un-exercised options wih the stock at 29.45.

    Some of those options were backdated and spring loaded. Most of he costs to Yahoo were not recorded against earnings.

    If you want the details of his options grants you can go to optonsforemployees.com....

    John     Reply
  • commenter
    Tommo_UK
    Jan 15 07:56 AM
    My Website
    Apple, Dreamworks, Yahoo!: Do $1 a Year CEOs Really Boost Stock Value? [view article]
    Ok Mr "10Q Detective," so AAPL grew its PPS 13% last year. But for the last 6 years, AAPL has grown its PPS about 1200%. Now how does that compare with the other companies you mention? I think that SJ's compensation, all extras included, compares pretty modestly in terms of compensation cost per $ increase in PPS, when compared to the others.

    A 1200% increase in shareholder value. Sod the Lear Jet. Give him a 747, all trimmings included, with gold-trimmed engine cowlings, and backdate his options to 2002 for all I care. The guy is worth 10x his weight in gold.     Reply
  • commenter
    Alan
    Rimm-Kaufman
    Jan 12 06:34 AM
    My Website
    Ice.com CEO Disses Google, Yahoo; Suggests Cut In Online Ad Spend [view article]
    We saw strong results during holiday 06 -- clicks, conversion, sales, profitability -- across our client base across the engines, particularly Google.

    www.rimmkaufman.com/rk.../

    and

    www.rimmkaufman.com/rk.../

    A different experience, it seems.

    Alan     Reply
  • commenter
    carlivar
    Jan 10 11:17 AM
    A Petition For Active Investing: Yahoo Shareholders Must Advocate For Change [view article]
    Agreed on most points except the cash dividend. That money could be better put to use on acqusitions and such. You rarely see dividends from companies with high growth and there's a reason for that. Reply
  • commenter
    Macbth
    Jan 09 12:36 PM
    Is Yahoo Go a No Go? [view article]
    I on a Apple iMac G5- Yahoo video doesn't play on it. - they are locking out 5 to 10% of the home market.
    I'm about to switch my home page - Yahoo Finance to another service.
    What is Yahoo thinking???     Reply
  • commenter
    Tom B
    Jan 09 10:11 AM
    Is Yahoo Go a No Go? [view article]
    Excepting excellent services like Flickr (which Yahoo BOUGHT), Yahoo is pretty inept at anything that goes beyond the level of simple web portal. When's the last time you saw a Yahoo video that actually played? Reply
  • commenter
    Jeff
    Molander
    Jan 04 10:12 AM
    My Website
    Ice.com CEO Disses Google, Yahoo; Suggests Cut In Online Ad Spend [view article]
    Mr. Gniwisch works in jewelry -- a highly "shopped" (by price) sector. What led him to believe that buying "traffic" from a search engine would net him anything else?

    Answer: (?)
    As Esther Dyson recently said, <strong>“There is way too much obsession with search, as if it were the end of the world. Google equals money equals search equals search advertising; it all gets combined as if this is the last great business model.” </strong>     Reply
  • commenter
    Tom B
    Jan 03 04:53 PM
    Top 10 Media Trend Predictions for 2007 [view article]
    Thoughtful and interesting. Reply
  • commenter
    Neu Turd
    Jan 01 06:42 PM
    Net Neutrality: The Real Issue Behind the AT&T/BellSouth Showdown [view article]
    Are you kidding? Google has to spend MILLIONS on the bandwidth necessary to host their site/services. Heck, the YouTube founders were having to raise over $1 million dollars per month just to pay the bandwidth and hosting fees associated with their site, well before Google came to recognize its value. Adding fees on the other end of the line would likely prevent the next YouTube, MySpace, Digg, Ebay, Wikipedia,or Yahoo from ever happening.

    The "regulation" argument against net neutrality is pure telecom spin. While the term 'net neutrality' may not have been coined until relatively recently, it has nonetheless has been the established practice that has allowed the rise of web titans like Google to come into existence in the first place. Having the congress or FCC impose a tiered web like the one major ISP's are so desperate to get <b>would be the real regulation</b> of the web that needs to be opposed.

    Even *if* AT&amp;T's arguments are true that the rising popularity of web video and services like Skype are saturating the capacity of their lines, whose fault is that? It sure isn't the consumers fault if more people are actually <i>using the services they already pay for<i>. It isn't anybody else's fault if AT&amp;T has oversold more bandwidth to consumers than AT&amp;T can actually supply. Their is no reason web innovators should be forced to bail them out of a mess they made for themselves.

    If you like at how many billions of dollars the Baby Bells have spent to put AT&amp;T back together again(mostly), it far exceeds what it would to have cost to deliver a fiber connection to every home in America.     Reply
  • commenter
    David Lang
    Dec 28 12:06 AM
    Net Neutrality: The Real Issue Behind the AT&T/BellSouth Showdown [view article]
    Google building a broadband network is just the kind of thing that would derail it. They are not a Telecommunications company. Building out a network would be a huge, and expensive task that would take them away from what made them great. Reply
  • commenter
    schmitt
    Dec 20 03:33 PM
    My Website
    Net Neutrality: The Real Issue Behind the AT&T/BellSouth Showdown [view article]
    Google is not invincible. Reply
  • commenter
    Richard
    Alvarado
    Dec 20 01:58 PM
    Net Neutrality: The Real Issue Behind the AT&T/BellSouth Showdown [view article]
    Figure i post something to even out this post.
    First i will correct some errors.
    -Google and Yahoo distribution cost are far from zero. They paid by the bandwidth they use (could you image paying ISPs by the download instead of a monthly fee).
    - You can't really call it a free market when you can only pick one of two. (you can only get high speed via cable or dsl)

    Now I'm really surprised that the telcos are pushing against Net Neutrality. If they are getting so many issues, they should just allow the itty bitty law pass(hey it could be worse). Lets also not forget who win wins in every case. Google. Google really is the only company that can afford to paid the telcos. If they don't feel like paying, they are the only ones that can afford to build their own fiber/wireless networks and by pass completely the telcos (giving consumers a possibly free choice). If Google builds, the telcos become obsolete, and cease to exist.

    Just because you can't tell the difference between, my telco is blocking me from accessing seekingalpha.com vs. seekingalpha.com is down, doesn't mean the problem DOES NOT EXIST!     Reply
  • commenter
    carlivar
    Dec 15 12:39 PM
    Better Safe Than Sorry With Yahoo in 2007 [view article]
    So you view Panama as a "moderate positive" yet you expect YHOO to go down ($26 target from its current price of around $27)? No mention at all of the stake in Yahoo Japan? So what's the reason for the low price target? I don't see any reasons noted in the article, specific or otherwise. Yes the re-org occurred and Decker may be primed for CEO but you have merely stated facts, not made any analysis. Reply
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