John Capozzi

Yahooed; The Price Is Wrong

This merger was a joe from the beginig. There is so much manipulation on Yahoo's share price by the media pushing advantage towards Microsoft side and will be looked at closely by the SE. Allibba did not like the merger from the begining and is if not the most valuable piece of property Yahoo has beause of China and its Asian connection. DO NOT UNDER ESTIMATE ALLIBBA AND SOFTBANK THE MAOR SHARE HOLDER OF YAHOO JAPAN! Allibba also has an interest in Baidu the biggest search engine in China. Now that Microsoft has pulled its bid look for much talk and support from Allibba & Softbank. Look for even a team up now i the next day of Baidu, Allibba and Softbank to make a bid for Yahoo USA in the mid 40's and this will give them access to the USA market. If funded is needed look for the Chinese Government to pitch in for a piece of the entire new company. Also look for Yahoo to now go ahead and offer 5% of their search and Add sector which in return will give Yahoo a billion or more dollars in new revenue pricing its share price at 35 at time of signing. Time Warner will sell off AOL to Yahoo for just a little 20% interest and again a very large cash infusion. Then AT&T mentioned over the weekend that they need new business to make up for the cuts in land line usage which will be replaced by wireless connection. They also need to move more into search and add and iternet users where as China and the rst of Asia is the main area of revenue which i total will be in the 100's of billions of Dollars by 2010. They have a lot of cash and easily buyout Yahoo in whole. Remember they are partners in Apple on the IPHONE and as history shows Steve obs has no love for Microsoft and also has shown interest to enter the search and add sector of business and Yahoo with its Asian connections and valuable properties there and in China would be a great combination for Apple & AT&T. This would stop Google from further movement towards their own smart phone and internet portal of its own. Mr. Balmer is going to get his head handed to him on a platter if they dont comeback and agree to the 38 dollar deal i 24 hours. Some kind of merger or partnership with a new suitor or sutors for Yahoo will be anounced in 24 to 48 hours. Microsoft has tried to enter this search and add market by buying smaller companies but they are a long place third and have continued to loss 100's of millions of dollars and it dont work for them. Plus software will be a thing of the past shortly. Companies are already giving it away for free to gain market share and enter this next generation technology. This will be a very interesting day or two.