Yahoo! Inc. (YHOO)

Symbols:
Authors:

All Comments on YHOO

  • commenter
    163888
    Jun 30 02:15 AM
    Goldman's Sirius Call: Solid Thesis, Poor Timing [view article]
    moderator, The problem people have is first of all while you may think that internet radio will be this big competetion to satellite radio. Where is his or your proof. You have none, except speculation, the same thing you and he are saying we are doing. The problem is what you both are doing is worse you and he are speculating on technology that does not exsit in a practical manner yet. They have yet, to even make WiFi avalible through out whole cities, much less being able to get it to have a uninterupted signal not only in big cities but all over. But that does not stop you and him writing about it being competetion. If you are going to argue about something you cant speculate about some competetion that is not even out for all intent and purposes yet. Your arguement will fall flat on its face. You have got to back up your arguement with premises that have some fact. To say well we will have internet in cars because that seems like the next logical step, is a terrible arguement to start off with. You can not pull one figure out, to show how this would be possible. Why, because they dont exist yet. To go from the home to a moving car, is still a big jump in technology and cost. When you and Mike figure that one out, then come back to me. By the way I dont want fairy tales I want facts of actual applications were someone was able to put internet in a car, then drive around and keep a signal. Reply
  • commenter
    huerix
    Jun 30 01:45 AM
    Goldman's Sirius Call: Solid Thesis, Poor Timing [view article]
    This article is horse puckey.

    While you may have been right about previous bankruptcies, to me this sounds more like the people claiming cable TV would go nowhere... why pay for tv? Why buy sat rad when net radio will be free? Maybe because with data access and content access, Sirius will be a better deal! Until WiMax or whatever is here and cheap and we can listen to the same content, i.e. CNN, CNBC, BBC, NFL, Sterm, etc., etc., then net radio is no competition. Besides, the infrastructure is not available and won't be affordable for years. Remember, Sirius comes in when you are in the middle of nowhere. The net has a lot of catching up to do. Meanwhile, it is built in to more, not less, new cars.

    Guess what? When Net radio in a car does eventually happen, SIRI will likely be bringing it to us becoming a top notch Internet radio provider.

    Content is king!     Reply
  • commenter
    boston1
    Jun 30 12:36 AM
    Goldman's Sirius Call: Solid Thesis, Poor Timing [view article]
    Have I been around this long? Remembering the talks people had about AM vs. FM, people said that there was no way people would pay extra to have FM. Hell as soon as broadcasters started FM transmissions my friends and I even bought just the FM converters and believe me it cost alot more then to put one in your car than it is to plug into sirius today. The analysts are all over with their predictions they are guessing and betting that they are right. But this guy has not followed the stock in years and we are suppose to put value on his spin. Stocks are reacting to human fears and greed period, and noone person no matter how sharp their analyzing skills are can account for the human factor. It is my opinion that those that are negative are doing so for the shorts and the positive posters are in it for the longs. Do not listen to anyone but yourselves and do your own homework take the winners and the losers as learning experiences. I am long and will ride this out to the very end, it is better than the horse races you can always recover your loses. good luck tommorrow. Reply
  • commenter
    moderator
    Jun 29 11:19 PM
    Goldman's Sirius Call: Solid Thesis, Poor Timing [view article]
    cardman, I did not see anywhere where the author said to sell the stock now. He is saying to get out after a rebound. And if you read carefully, he talks about SIRI and XM needed 20 million subscribers from a 2004 report, so I'd say this means 20 million each.

    After reading all the comments, I have to conclude the crybabies are long the stock. Stop crying and at least act like adults. I haven't seen any intelligent responses, just a bunch of crying. Stathis basically implies that inexperienced, unknowledgable people bought this stock. After reading the comments, I must say I agree.

    Growth is limited when you are charging $13/month, shelling out millions to Stern and Execs. What happens if they reach 60 million subs? Do you really think they could ever go past this? Its all about earnings growth and a $13 cost wont get you there. I agree with the author. The business model is weak. Internet radio will be a big problem.     Reply
  • commenter
    tech man
    Jun 29 11:07 PM
    My Website
    Goldman's Sirius Call: Solid Thesis, Poor Timing [view article]
    all i can say is that i will keep my shares. i have a really good feeling about this stock. to much bad news has been said. usually when this happens something good happens. i well keep my little 1,100 shares. Reply
  • commenter
    Plowboy
    Jun 29 10:49 PM
    Goldman's Sirius Call: Solid Thesis, Poor Timing [view article]
    Now on a serious note. Pay attention Kid .....

    SIXM will be offering free/limited commercial satrad with commercial free / premium paid programming < 14 months.

    Why has the NAB been so vehement over a piddly little 18 million subs? ... It wasn't just about the merger, it's the cash flow that permits the launching of an additional revenue stream. You see, we have a national content player entering the 4 billion + ad market.... and it's SIXM.

    Lovely, lovely.

    Reply
  • commenter
    Plowboy
    Jun 29 10:40 PM
    Goldman's Sirius Call: Solid Thesis, Poor Timing [view article]
    If all of you wish to recall, I wrote a piece in December of 2005 suggesting that Mike would write a piece like this on June 29th, 2008. Need Remind you that, once again , I am right and most probably one of the cleverest people in the Universe.

    If only you drab schmucks would have listened to me, you would be happy now... but alas, you chose to ignore my supreme intelligence and debonair looks.

    Ta-Ta, I'm a busy and important man who would rather not be bothered by your ilk.     Reply
  • commenter
    Seamless82
    Jun 29 10:39 PM
    Goldman's Sirius Call: Solid Thesis, Poor Timing [view article]
    Texmike, I was in Montana last week going through the Lewis and Clark National Forest. My cellphone was shot! But my xm worked greaattt! Reply
  • commenter
    texmike
    Jun 29 10:00 PM
    Goldman's Sirius Call: Solid Thesis, Poor Timing [view article]
    Satellite radio has one thing that broadcasters in cities will never have. COVERAGE! I doesn't matter if you are in the middle of some lonely road in Mississippi, or Montana. You can pick up News, Music, Sports......whatever. That's why it is unique and THATS why it will survive. And that is why I have it. If internet radio comes, it will have to come via satellite or cell phone towers. Those are the only two vehicles for coverage. Even the big cell phone companies do not have the coverage of SatRad. I don't want internet radio in my car if I can only pick it up in the Metroplex! Maybe Microsoft will buy Sirius after the merger and then they will have enough backing to do it all. Reply
  • commenter
    163888
    Jun 29 07:29 PM
    Goldman's Sirius Call: Solid Thesis, Poor Timing [view article]
    common sense people it gos along way. Reply
  • commenter
    163888
    Jun 29 07:24 PM
    Goldman's Sirius Call: Solid Thesis, Poor Timing [view article]
    cos1000, I dont remember him actually stating he was not Dave, I do however remember him saying you jump to fast to conclusions, but dont ever recall him saying he was not Dave. I will say I am 99% sure Vicor of Value is Dave or it is one of the bigest quintessence I have seen. Dave first says he has not heard of Tayler Savery which means he has not read Seeking Alpha in this sector. Then days later Vicar of Value shows up making his first post ever on Seeking Alpha, saying the same thing on that post as Dave was saying on Barrons. Dave the jig is up, it was up a long time ago, you are just to dumb to know it. cos1000 This is why I said I would not respond to him, I refuse to respond to bafoons.


    219355, I already covered that to in a post before. It is why Mike is also an idiot


    Merger Mania and sjpinsea, very good points.


    WFC, I absolutely agree with most of your post at 3:55 PM. I have said it from the begining That is also why SIRI poped from 6 to 9 alot of people thought that much of Mel (while I like Mel, I did not think it dictated the stock being that high though). He is no dummy, he knows full well what he was doing when he took a pay cut to come to SIRI. I will go into more detail about that after a decsion is made.


    Seamless82, shut the hell up until the decision is made. The next thing you will see, is somebody using the 25mhz reason as to why the merger should not go through.


    WFC, I would say Mike is very intelligent. There were alot of intelligent people foretelling the downfall of satellite TV also. He is a bafoon because he also does not look at both sides of this sector though. He has let his bias get in the way, to say internet radio is going to be the main reason for the downfall of satellite radio shows that bias. Internet radio has more problems then satellite radio right now, the least of which is how to be put it in cars and have a constant signal every where you go not just in the cities big enough that WyFi has been made avaible, which still has not happen yet by the way. Internet in cars well be to expensive for most companies to want to take the risk to subsidize it (also the reason they pulled out of subsidizing it, in the cities). People are down on satellite radio because they have such a dept load. Where do they think more then half of that dept came from. How much do they think it cost to put a 100 plus subsidy in well over 15 million cars to date. I have said it before and will say it again they are paying ahead for the growth. they may have been profitable by now if they would have left penitration at 15%, or 20% the highest price points of the OEM market. The all in churn would have been almost nonexistant and so would have the selfpaying churn there would have been almost no waste because almost every radio would have had a subscription. The growth on the other hand would have been almost at a snails pace though.     Reply
  • commenter
    bloomberg
    broker
    Jun 29 04:50 PM
    Goldman's Sirius Call: Solid Thesis, Poor Timing [view article]
    He is too young to be making such statements..proves he knows little about the business.In the end his hype is no more valid than anyone elses.The business is solid if given a chance..and that is coming shortly Reply
  • commenter
    Seamless82
    Jun 29 04:12 PM
    Goldman's Sirius Call: Solid Thesis, Poor Timing [view article]
    I am amazed at the level of ignorance bashers of Sirius and XM have. This whole article was essentially a rant about how good and brilliant the author is, how terrible XM ans Sirius are, and how stupid satellite radio investors are.

    I love the stock market. I can look for value in all sorts of places. If everyone was touting the praises of satellite radio, the valuation would likely be unrealistic. However, the is a disproportionate number of bashers that have managed to pummel this stock into the dirt.

    Do you ever stop to think, Sirius and XM have a proprietary satellite network...in orbit! Soon, they will have joint access to the 25mhz spectrum, opening up limitless possibilities!

    You have not followed these stocks for three years.... Well then you may not know that both companies have combined subs of nearly 20 million! Do you know what number is considered a national market, looked upon by large advertising firms? The experts in the ad industry...

    Lets look at price elasticity of demand. It's a simple economic term. If you took an econ class, you'd likely know it. I would guess Sirius and XM do not have inelastic subscribers. Therefore, there is elasticity in the SDARS business model. The Al La Carte is very likely to drive retails sales. I recall hearing that the iphone price reduction is likely to double or triple sales. Apply this logic to Satellite radio! Then consider for a moment that some households have multiple subscriptions!

    IN MY WORDS, AND MARK THIS COMMENT, WALL ST. GET READY FOR THE EARLY MAJORITY IN SATELLITE RADIO.... WE'VE HIT CRITICAL MASS AND THIS THING IS GOING TO ERUPT!

     Reply
  • commenter
    oceanspat
    Jun 29 04:08 PM
    Goldman's Sirius Call: Solid Thesis, Poor Timing [view article]
    Its very clear that the bashers shorts do not own a sirius or xm radio in the home or car . I've enjoyed my Sirius programing up n down the coast -can choose what I want to hear anytime I want-take terrestial FM and AM back to what ever. I always womdered how long they took to buy a Laptop or PC---probaly still own VHS tape movies....Negative shorts ---what a life --- Reply
  • commenter
    techy
    Jun 29 03:13 PM
    Icahn Keeps the Heat on Yahoo! [view article]
    btw i appreciate activist shareholders....becaus... small fish like us are voiceless....all we can do is take loss and sell our shares if we dont like a companies direction after waiting for years..

    but thanks to Icahn kind of people who try to ruffle the managment to pay attention to the real owners of the company.     Reply

Trading Center