grishick

Should Apple Consider Buying Yahoo!?

Quit writing nonsense and post your long/short disclosure.

The Time Is Now for Microsoft-Yahoo Search Deal

speculations...

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.

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.

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.

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.

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.

Yahoo Video, Wherefore Art Thou?

As usual Yahoo - great idea, great product, poor execution of sales/marketing.

Yahoo's Yang Sticks It to Shareholders and Employees

In the upcoming episodes:
- MSFT looses the proxy fight
- YHOO shares tumble down to teens
- YHOO shareholders sue Yahoo board
- MSFT offers a $25/share bid
- Yahoo board has to accept

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?

Yahoo! Will Hit $50 Before You Can Say Alibaba.com

Looks like a safe bet to take Phil's opinion and expect the opposite.

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.