grishick

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27 Comments

    • Mon Nov 17th 02:54 AM | Rating: 0 0
      Commented on:
      Should Apple Consider Buying Yahoo!?
      Quit writing nonsense and post your long/short disclosure.
      View article »
    • Fri Nov 14th 16:56 PM | Rating: +1 0
      Commented on:
      Amazon, Apple, Google: Buying on the Way Down
      isn't this also called "catching a falling knife"?
      View article »
    • Tue Nov 11th 14:38 PM | Rating: 0 0
      Commented on:
      The Time Is Now for Microsoft-Yahoo Search Deal
      speculations...
      View article »
    • Sun Nov 2nd 04:34 AM | Rating: 0 0
      Commented on:
      U.S. Oil Companies Paid, Collected More in Taxes Than They Made in Profits in 2006
      What's so surprising? If payroll is a major expense, than the amount of income taxes that the employer collects and pays together with payroll taxes may easily be more than their profit. If a company is just a retailer with a small margin, they would collect more sales taxes and VAT than their profit also, especially in Europe.
      View article »
    • Sat Nov 1st 18:33 PM | Rating: 0 0
      Commented on:
      Yahoo: Set for an Up $7, Down $2 Trade
      Seriously, give it up already... wasn't it made clear by Yahoo! management that they do not want to get acquired? What reason do they have to sell now? Smart ppl sell at high and buy at low, not the other way around. For Yahoo! to sell now would be really unsmart. If you long YHOO - stop watching the ticker, because in recession it is not going to be pleasant no matter, what you long. Check back in a couple of years.
      View article »
    • Fri Oct 17th 17:29 PM | Rating: 0 0
      Commented on:
      AIG: How It Spent Your Tax Money
      anyone getting prosecuted anytime soon for this?
      View article »
    • Tue Oct 14th 17:40 PM | Rating: 0 0
      Commented on:
      Yahoo Launches Ad Campaign to Lure Searchers From Google
      My impression is that even though most ppl use Google, most of them do not have a strong preference, they just happened to use Google because everyone says "google this" or because it is default in their browser. Only geeks like us care about page ranking algorithms, semantic graphs, amount of crawled data, all that technical stuff. Most consumers don't. Try skinning Yahoo! search to look like Google, hide the URL field, and I bet, 99.9% of the Google users won't be able to tell the difference.
      View article »
    • Mon Jun 30th 15:20 PM | Rating: 0 0
      Commented on:
      Yahoo!: The Final (Star) Trek?
      I wonder if after all these execs left, the price tag of the notorious "poison pill" dropped to half what it was before.
      View article »
    • Fri Jun 13th 15:36 PM | Rating: 0 0
      Commented on:
      Will Icahn Bail from His Yahoo Position?
      I agree with sweetrevenge. Carl Icahn is not your average dude with an Etrade account and few thousand bucks to play with. I find it hard to beleive that he would count on MSFT marriage without getting a definitive "I do" from the groom in the first place. Here's my guess: between now and August Icahn slowly buys more shares at $19-23 per share, maybe even lower if he's lucky. After he wins the proxy, he sells search to MSFT, other pieces to other bidders and gets about $25-27/YHOO share overall, which is what some bloggers on this site estimated YHOO can be worth if sold off piece by piece.
      View article »
    • Sun Jun 8th 11:08 AM | Rating: 0 0
      Commented on:
      Will Google, Facebook and Apple Own the Web?
      What does Apple have to do with the web? How can it possibly own anything if it isn't even a major player? What do you mean by Apple=content? Google = commerce - this is nonsense :) Google is solid only in search and advertisement. Amazon has commerce and Yahoo has commerce, Yahoo and MSFT have email to the scale where Google isn't even close :)
      View article »
    • Thu May 29th 12:43 PM | Rating: 0 0
      Commented on:
      Analyzing Four Futures for Yahoo
      I just can wrap my mind around the assumption that a very experienced corporate raider like Icahn can be so wrong as to put himself in a position where he has to beg MSFT to buy YHOO for at least $29.
      View article »
    • Tue May 20th 19:35 PM | Rating: 0 0
      Commented on:
      Netflix Beats Blockbuster to the Punch - Again
      4 of them, not 3. There's also amazon unbox which works with TiVo and Mac/PC as well.
      View article »
    • Thu May 8th 15:50 PM | Rating: 0 0
      Commented on:
      How Microsoft Could Kill Google on the Web
      Utter nonsense.
      View article »
    • Tue May 6th 23:19 PM | Rating: 0 0
      Commented on:
      Why Jerry Yang Needs To Drive a Beer Truck
      Bad analogy. False analogy, in fact. I am not saying that Yahoo is worth more than $33/share although, Balmer was eager to pay $40/share a year ago. But the analogy is bad because unlike beer truck drivers who were only getting older, fatter, and probably lazier, Jerry has spent last few months on recovering Yahoo from Semel's management, acquiring and developing a lot of new technology and products. Also unlike dot-com stocks that had nothing in them but speculative valuation, Yahoo has all these new products and technologies that they can monetize, which the street frowns upon, and they also had a lot of negative publicity which undercuts the speculative value of their stock.
      View article »
    • Fri Apr 11th 13:47 PM | Rating: 0 0
      Commented on:
      Why the Yahoo Deal Must Happen
      As much as geeks and early adopters dislike Windows Vista and think that only browsers matter, the reality is that the overwhelming majority of users use Windows, and MS Office, and even IE 6 (actually there are more IE 6 instances on browsing internet than even IE7 - I saw the stats), and do not care about Google docs, Amazon computing cloud, etc. It would probably take another decade to take that OS and Office market share from Microsoft even if they keep doing what they have been doing all along.
      View article »
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