grishick

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"?

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.

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.

How Microsoft Could Kill Google on the Web

Utter nonsense.

A Beautiful Mind: Microsoft over Google

Well... well.. well.. let me remind you how it usually works. Someone (like Apple) comes up with a really innovative idea that will revolutionize the industry, then Microsoft steals it and claims to be the innovator. As "wall street guy" pointed out, MS's own attempts to innovate so far failed.

Yahoo's Future: The Employee Perspective

It's strange that in your "Employee perspective" you do not mention the fact that both Google outsourcing and MS acquisition options will result in huge lay-offs for Yahoos. Also, what about MS employee's perspective. Aren't those who work on Live Search, and MS's ad platform worried now? Finally, how about Yahoo's recent acquisition - Zimbra? They have a product that's doing great and is in direct competition with MS's cash cow Exchange Server. Isn't Zimbra going down the toilet if MS gets Yahoo?

What's Ailing eBay and Yahoo?

It's a huge compliment to MySpace to put it on that list. May I remind you that it was Geocities in the 90s, not MySpace in the early 2000s who "made it possible for everyone to create a personal page to display for everyone else on the Web". Geocities were too early in the game and collapsed before MySpace was born, but the idea was so not new.