John Capozzi

On Yahoo/ Microsoft: Jerry Yang Should Be Fired

Now the door is wide open. Mr. Yang was instructed by the board that he had their blessing to move down to 37 but wanted 40. Yes Mr. Balmer could have offered 35-36 and we would have had a deal. Another subject here Aliiba stated they did not want to go with Microsoft and was already positioning themselves to put up Yahoo 40% interest for sale. Allibba & Softbank which owns the major stake in Yahoo Japan should have been sitting in this meeting. The major sector of internet, media, search and add is in China & the rest of Asia & India. Allibba set the foundation in DEC 2007 for Yahoo to build the biggest R&D center in its history. Search, add and media revenue will hit into the 100's of billions of dollars by 2010 and most of it is in Asia.Now Allibba has an interest in Baidu and now that MS has walked and been defeated by Google once more you can very well see as early as t/m talk of a team up of Allibba, Softbank which owns the major stake in Yahoo Japan and Baidu with funding by the Chinese government if needed { JUST LOOK INTO THE LENOVO & IBM DEAL FOR IBM'S PERSONAL COMPUTER SECTOR } or stock from Baidu which is trading over 300 dollars a share bid for the rest of Yahoo USA and in turn this opens the USA market for them as well. The bid price will be in the mid 40's or more. In the mean time Yahoo mergers with AOL gives Timewarner its little 20% interest and adds a large chunk of revenue and also gives a small 3% of search and add to Google which owns 3% or 5% of AOL and this brings in another billion dollars a year in added revenue. Most foreign interest do not like or want any part of Microsoft because of their management & business tactics.
Now you can also see the new CEO of AT&T loaded with cash who has stated that they need the search and add business as their land line revenue shrinks as everything goes wireless. Then theirs IBM and Apple and News Corp with MY SPACE. You also have been seeing major newspapers going to Yahoo not Google for their online add and search business. I am holding my Yahoo investment and because the news media will manipulate and be all over Yahoo shares t/m bringing it down and i really dont think it will be much and see the hedgefunds gobble it up because there will be new suitors coming to the table now that Microsoft is out of the picture. Software business will be dead in less then 3 years and companies have already started giving it away for market share in search and add and internet usage. This is the core of MS business. Then to not wait and release Microsofts statement until Monday morning seems strange. Google does it again and spoils the best chance Microsoft ever had to move into more market share of search & add and Balmer gives up. Major shareholders of Yahoo wanted 40 and said go down to 37 if you have too but no less. Allibba will play a key part this week as it brings Baidu to the table which it has an interest in. With the games in China this year the media adds will be spending billions and Allibba is set up well and this can only increase Yahoo's bottom line. Hmmm this deal still might be done at 37 by a push by Mr. Gates who is most likely in talks with Ms. Decker at Warren Buffets anual meeting. Dont panic sell. I am holding and on the dips will most likely invest more in Yahoo in short term too because something else will coming out this week in Yahoo's favor i bet.