grishick

Will We See Inflation or Deflation?

We are in deflation right now. Gov-t only way out is reflating the economy with money supply. Don't forget that this year, more money "disappeared" than has yet been infused back into the market. By "disappeared" I mean the disappearing values of assets against which consumers and companies have been borrowing.

Should Apple Consider Buying Yahoo!?

Quit writing nonsense and post your long/short disclosure.

Amazon, Apple, Google: Buying on the Way Down

isn't this also called "catching a falling knife"?

The Time Is Now for Microsoft-Yahoo Search Deal

speculations...

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.

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.

AIG: How It Spent Your Tax Money

anyone getting prosecuted anytime soon for this?

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.

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.

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.

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 :)

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.

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.

How Microsoft Could Kill Google on the Web

Utter nonsense.

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.