techy

Stay Away from Yahoo Despite Persistent Microsoft Merger Rumors

user 281086..

you do not have enough brain to comment on anything "Period".

Steve Ballmer: Time To Come Back to Yahoo

usr 71887..

MSFT has never shown interest for a complete buyout after they walked out, and thats the reason the big institutions voted for yang rather than Icahn.

with Icahn there was no other choice than sell yahoo to msft for whatever price...

but ever since then nobody has come out with a statement/plan to maximise shareholder value..which is why yahoo is melting down.

and maybe MSFT and Icahn want yahoo to go down all the way to $15, so that MSFT's $23-25 offer will look great.

Is Microsoft Out of Ideas?

i forgot to elaborate that if one is looking to buy a cash cow...it is msft, so is it not the best use of money for msft to buy itself rather than buy a sinking ship yahoo, by paying a huge premium, and then lose ton of money because the merger did not yield much gain.

Is Microsoft Out of Ideas?

what if i tell you that if i had 250 billion i would buy msft in a heart beat.

in other words, if you dont have a good use for all that cash, why not return some to the shareholders.

yes they dont have any idea to grow....they have tried but failed, why dont you pitch in if you think it is easy to grow a company of msft size??

but frankly i am not convinced that msft management has decided to reward shareholders.....i still think they are going to buy yahoo in some kind of deal.

if yahoo management with less than 5% stake in the company could not be forced by shareholders to add some value, how can anyone force msft managment with a huge stake to do so.

It's Official: Jerry Yang Has Won

so you think its great that shareholders are getting screwed.....but yang won his ego battle.

did he really win?? i think everybody lost...except maybe MSFT cash pile, since it did not get wasted on yahoo.

Icahn and other shareholders have no choice since msft is not interested....so they are letting yang run the shop for a while.

but the ball is in their court...will they increase the value of shareholders or they will let yahoo share price slowly melt....so that MSFT comes back with $25/share offer next years??

Yahoo, Microsoft: The Bigger They Are, The Harder They Fall

the author seems to imply that MSFT is going to lose money in core competencies of desktop and server softwares.

can that happen by 2010?? are people really switching to Macs pc en-masse(personal computers can be replaced upto 50% if mac became cheap but business computers cannot be replaced for a long time, too hard to develop software for them, except for browser enabled ones)

i am not sure i know where companies are switching to online apps offered by google??

from what i know, MSFT has failed to create anything outside their windows dominance......and thats it. but the author is implying that they are like a dying business....

when it comes to yahoo its true that their core business of online is being taken over by google and others.....and they are on the verge of shrinking......(earnin... are already falling since many quarters).

its a false premise to compare yahoo and msft as same when it comes to business.

msft is struggling to grow in other areas......but yahoo is losing its bread and butter.

BTW it appears MSFT has decided not to pay $33/share for yahoo because of its shareholders protest.....who think yahoo is not worth more than $25/shares. market thinks its worth only $21.

yes MSFT has no idea how to grow anywhere else.........so what, what about google....apart from their search business have the done anything to make money??

its easy to critic....why not throw some idea if anyone has one.....MSFT is willing to spend 10 billion if anyone has an idea to compete with google's to attract their addicted users.

Earnings Preview: Microsoft

p.smith...

care to elaborate??

i know for sure that if i put 10k in MSFT, my worst loss maybe 2-3K, what about ITWO?

Yahoo, Microsoft: Either Make Nice or Lose Big

PDQ..

i hope you dont own yahoo stocks....with your attitude you will not get more than $18 for them if MSFT was to totally walk away..

btw...if MSFT walks away from yahoo it will be great for MSFT shareholders....maybe they will get some of the huge pile of cash.

Icahn Keeps the Heat on Yahoo!

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.

Icahn Keeps the Heat on Yahoo!

i am sorry mit, but as a shareholder of yahoo....what have we gained since the last three years?

so whats wrong if MS has better plans for yahoo than its current owners who dont even care about shareholders(if they really think that the company is worth more than $33, why dont they use their personal billions and buy yahoo shares.....those blood-suckers only own around 5-10% of yahoo..., they are having party time on public money)

salesforce.com: Riding SaaS Growth to Increasing Profits

yes they have grown earnings last three quarters because before that there was almost none to talk about.

its like saying that they grew 400%, when the truth is that their earning an year back was nothing.

as i said...i am waiting to see that explosive growth now that the expectation has already been built into the stock price.

what is the real barrier to a online application....give me 10 million and a year...and i will build you an exact replica of saleforcel.com

wait till the competition kicks in from oracle, Microsoft etc...

salesforce.com: Riding SaaS Growth to Increasing Profits

been hearing this since couple of years...but yet to see the earning growth.

crm is trading at 300 p/e, to even deserve their current price they need to grow earnings more than 10 times. or their stock has to fall to one fifth, what gives?

A Rare Buying Opportunity in the Tech Sector

what if the whole market is headed south, due to loss of risk appetite?

do you still think, multiples>25 will be sustainable?

what if the recession story is true, do you still think google and apple revenues will grow?

this is a bullish article which is not taking into account the macroeconomic and market conditions.