John Capozzi

29 Comments

    • What Should Jerry Do? My Advice to Yahoo [view article]
      Yes i am a Yahoo shareholder and yes i lost a lot of money here and the stress has been unbelievable. I had changed my investor tactics and have taken it on the chin. I was looking up every angle here and most of all Yahoo's Asian properties and even to this day i cannot see why this deal did not close at the very little 35 to 36 dollars a share. Asia is the biggest market for all in the 100's of billions of dollars by 2010 in internet access and search and add and Yahoo is well positioned with Allibba and Softbank. I would like to see a Biadu, Allibba and Softbank team up instead of Microsoft and funding could easily come from the Chinese Government with Allibba's Jack Ma's ties and take out Yahoo for over 40 just like they did with the Lenovo deal buying out IBM's personal computer sector. The anti trust issues and even national security issues because of Telllabs government technology passed and it was done. This would also open the USA markets and more worldwide. This Microsoft merger would have been done in March if both sides just had sat down and talked and invited Allibba and Softbank in the talks. What really happened here? The build up in the media taking many small shareholders for the ride made this deal a sure thing. I remain positive though that a deal will be reached in the next few days at 35 to 36. If Microsoft does not give the 35-36 they will lose Allibba which is the key property in China for Yahoo.They already have an interest in Biadu and Baidu could turn around and buyout Yahoo's interest of 40% in Allibba. Microsoft can say goodbye to search and add if they dont buy Yahoo. they have tried by buying smaller companies and it didnt work. Now they are trying to buy a 2.5 billion dollar company face book at 24 billion. This does not make sense either. Two great companies Yahoo and Microsoft could be the king in this market if they just have their bankers sit down and close it at 35 to 36 now today and anounce it and get to work. Anymore demands at this point or changing of tactics will not work. People, and major investment companies have gotten hurt by ego problems and lack of communication skills. I dont know how take over specialist that have been hired in the millions of dollars could not get this deal closed when they were so near the mark. Mr. Balmer and Mr. Yang shouldnt be the only ones to take blame here. The best bet and thing here is that Mr. Balmer and Mr. Yang get back together now and have their bankers close this deal now between 35 to 36 and make everyone save face and two great companies will know that their companies will be a giant and can be assured that they will grow with the future and not disappear. May 08 10:12 AM
    • Under The Radar News - Tuesday [view article]
      Again Allibba comes out with great numbers just anouced today. They are in a high position of search and add in China. Yahoo owns 39-40% of Allibba. Allibba also stated it is strengthing its ties with Softbank and it also has an interest in Baidu. Why doesnt the media and news lines state this? Why do they not see the potential Yahoo has with its foreign partners? It is well known that the major market to internet access, search and add revenue is now and i the future going to be coming from China and the rest of Asia. We are talking about search and add revenue into the 100's of billions of dollars going into 2010. I have been saying i can see a easy team up of Baidu, Allibba and Softbank taking Yahoo USA and mergering into 1 in the mid 40's. These numbers could be tthe reason why Yahoo's share price is holding up well. The volume is huge and you can very wll see a merger of these 4 companies anounced at anytime now. If funding is needed i can see the Chinese Government helping just like in the buyout of IBM's computer division by Lenovo which also had anti trust and national security issues because of the Tellabs government technology but passed easily. This also opened the USA market for Lenovo. This merger could also give Baidu and Yahoo and Allibba and Softbank more market share in the USA and worldwide. Then you toss in AOL for a very little 20% stake from Timewarner with a huge cash infusion and then 5% out sourcing to Google because they own 5% Of AOL with another billion or more of new revenue a year and yes you have Yahoo at 40. Now for Microsoft Mr. Balmer, give Yahoo 36 dollars today and you will have a giant chance of entering the search and add sector and making a nice profit instead of losing 700 million a year in this sector by buying smaller companies. It does not work for you! You right now have a chance of uniting two great companies that could take over the internet space and also in search and add with in 2-3 years or less. Your investment would be returned many times over in a short period of time. This offer will not be there if Yahoo decides i the next day or so to out source its search and add to Google. Mr. Balmer ust look how many times that Google has spoiled your party. Are you going to risk your companies future growth and shareholders value again to Google? This is the best chance and your not over paying for Yahoo at 36. Look at Allibbas numbers they were great then look at yours. Then in short order watch when Softbank posts its numbers. aise the bid to 36 now and close before again Google wins and this time will be the biggest loss of all and there will not be no 2nd chance. Yes i am a Yahoo investor. I am just concerned how the media is projectig Yahoo and dont even put out the true value of Yahoo's properties. In fact they dont even mention it. Yahoo's true value is in their foreign propertys which are easy to hide. You keep second guessing Google and continue to lose. Will they do it to you again and this time nail you down with no options? You really dont think China will come forward and support a Baidu, Softbank, Allibba and Yahoo merger with the 2008 games coming in August? I would think again. Also Google will find a way to gooble up Yahoo through its partners. They will glady pay over 40 and they can even add more for ati trust problems and they will do it shortly before you have a chance to wait for Yahoo's anual meeting on July 3rd. They will have some kind of agreement on the table in a day or so as quoted last week with Yahoo. You give Yahoo no choice but to go with Google if you do not come back to the table now. You go on vacation now? What are you thinking? Have your bankers and other officers close this deal now at 36. You will not have another chance. ust look at the foreign numbers and again the snake head of Google coming back and this time biting your whole arm off. May 06 12:54 PM
    • Yahooed; The Price Is Wrong [view article]
      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. May 05 11:00 AM
    • On Yahoo/ Microsoft: Jerry Yang Should Be Fired [view article]
      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.       May 04 03:12 PM
    • Microsoft's Big Move on Yahoo? [view article]
      And you can kiss Microsofts future goodbye to search and add to survive if you walk away or even go hostile. Microsoft will be a shell of the company it is today and two key assets they need with Yahoo will pull out and that is Allibba which has aready stated that the bid is way too low and they dont like the mix with Microsoft. Bullying and greed plus ego will show in the long run that it does not work with foreign and different culture companies. Microsoft i bet is will raise the bid to 38-40 and close this deal over the weekend if they are smart. They will never make it in search and add or in Asia by buying smaller companies. They have tried that tactic and it doesnt work. THEY NEED YAHOOAND MUST PAY NOW BEFORE THEY SIG THAT DEAL IN SEARCH AND ADD WITH GOOGLE. LOOKING AT IT GOOGLE IS THE SMARTER COMPANY AND THEY WILL TAKE THIS MERGER AWAY AGAIN LIKE IN OTHERS FROM MICROSOFT. AGAIN MICROSOFT WILL RAISE BID TO 38-40 IF THEY ARE SMART THIS WEEKEND AND CLOSE THE DEAL OR YAHOO GOES WITH GOOGLE AND AOL AND EVEN BAIDU. May 02 12:36 PM
    • Microsoft's Big Move on Yahoo? [view article]
      Now Microsoft is in a position to raise their bid. Why does the media protect this company with silence on of the great properties and partnerships Yahoo has in the Asian market? Why cant they just give the potential of great rewards on Yahoo's bottom line from these properties? This merger is a joke and it seems like a direct attack to ram down Yahoo's share price through manipulation and the bad press or no coverage at all for Yahoo. I would love to see a team up of Baidu, Softbank and Allibba for all of Yahoo at 43-50 dollars a share and if needed funding from the Chinese Government. This could very well happen as in the Lenovo deal when they bought the IBM'S personal computer sector. This would also open the door for the USA market and it would make Yahoo the biggest search and add and internet media company in all of Asia and India and possibly the whole world. I wouldnt be surprised if this is not in the wrks now. The bid price in the range of 43-50 would keep key employees in Yahoo and their share options in check with a higher valuation and not subect them to a flip flopping company like Microsoft that seems to have the bad management and advisors not Yahoo. The media has not given Yahoo much credit at all and has just ignored Allibba and Softbank which is a culture insult and they should be asked to the table with Yahoo. Analyst have stated that they have never seen such a oke in a merger in all their years in business and it falls on Microsoft and its bullying and greed and they know that Yahoo is at least worth i the high 30's and so does the media. So why doesnt lay a chart out for all to see the properties and the different qtrs their partners are having with great out look guidance. Yahoo my new bid is now 37-45 and Microsoft will be able to grow and be the biggest threat to Google and not be a shell of the company they are now in 3 years. Yes i am a Yahoo investor and i hope Mr. Yang reads this. May 01 10:07 AM
    • Microsoft's Big Move on Yahoo? [view article]
      I AM TALKING ABOUT SEARCH AND ADD REVENUE IN MY POST BEFORE THIS ONE. WHY DOESNT THE NEWS MEDIA TALK ABOUT THE POTENTIAL YAHOO HAS INSTEAD OF ALWAYS FOCUSING IN ON MICROSFT? WITHOUT SEARCH AND ADD REVENUE WHERE AS MICROSOFT HAS LOST 100 OF MILLIONS TRYING WHERE AS YAHOO HAS BEEN GAINING AND SHOWN A PROFIT? I WOULD LIKE TO SEE THE MEDIA AND NEWS GROUPS COVERING THIS MERGER LOOK AT THE OUT LOOK FOR POTENTIAL IN THIS AREA. IT CLEARLY SHOWS TO ME THAT YAHOO'S BID PRICE FROM MICROSOFT IS UNDERVALUED. I HOPE YOU WILL ANSWER THESE TWO POST FOR ME AND THE OTHER INVESTORS IN YAHOO. IT UST SEEMS EVERYTHING IS ONESIDED HERE AND OTHER MEDIA AND NEWS GROUPS AND IT FAVORS MICROSOFT. EVEN THE PLAYING FIELD AND BRING OUT THE REWARDS AND POTENTIAL FOR YAHOO IN THESE PARTNERSHIPS AND YOU WILL SEE THAT YAHOO DOES HAVE OPTIONS. YES I AM A INVESTOR IN YAHOO. Apr 30 03:20 PM
    • Microsoft's Big Move on Yahoo? [view article]
      I have a question for Alpha and all media and news groups that have been reporting on this merger. Why on Yahoo's part do you not only discuss or even engage on the massive potential in revenue growth that Allibba, Softbank, Yahoo Japan, Yahoo South Korea, India etc etc brings to Yahoo's bottom line in the near and forward looking years? Why as maJor partners to Yahoo USA have they not been asked to come to the table as well. Allbba and Softbank have been aleinated from the press and this whole merger and Allibba has shown its dislike to the merger and price in whole and has already spoken out that they are looking for a suitor to take out Yahoo's 40% ownership it has in Allibba. Jack Ma set the foundation for Yahoo's biggest research and development center in India in Dec 2007 and Yahoo went forward with it a month ago. I do not hear from the media what outstanding QTRS and Yearly earnings that Allibba and Softbank posted with outstanding forward looking guidance which would greatly improve Yahoo's bottom line. Why is this? Heres one for a speculation: How about a team up of Allibba, Softbank and Baidu making a higher bid and with backing from the Chinese Government for funding just like in the case of Lenovo when they bought out IBM'S personal computer sector? Lets say they give a bid of 40-43 share this would not only meet Yahoo's ask price but also would increase key employee's stock option valuations and keep them on board. As far as anti trust problems IBMS sale to Lenovo also showed a problem with USA national security issues and it passed without much problem. It fact this merger or team up i am talking about wouldnt have nearly any problems like it would with a Microsoft merger. Why doesnt any media or news groups answer this or even talk about it. Why do you not mention the culture differences and that no foreign companies like to be bullied or threatened? Look at GM and see where their bully tactics sent them. A team up here of these companies and holding onto the Yahoo name would make better sence. You an other media and news groups have stated that the major market in the 100's of billions of dollars now and going into 2010 and the maor areas will be CHINA, INDIA and the rest of all Asia. This looks great to Yahoo because of these partnerships. Remember as early as Nov Yahoo was trading over 34 dollars. Why again does the media shy away from this and stay silent? My take is Microsoft raises bid to 35-38 and must bring Allibba and Softbank to the table as well. Please reply thank you. Apr 30 02:59 PM
    • Microsoft Should Listen to Its Heart (and ignore the bean counters) [view article]
      Most companies are starting to gve software away for free. The future is in Search & Add Revenue which Yahoo has always showed a profit and has been making great partnerships with major news media companys and papers. Plus Yahoo has Allibba and Softbank which is where a large portion of Search and Add revenue is already showing major fruit and that is in Asia and India. You can even see a major team up of Allibba and Softbank making a major bid for Yahoo at over 40 to 45 dollars a share and backed by the Chinese Government with the ties that Jack Ma CEO of Allibba has. China gave funding to Lenovo to buy out IBM'S personal computer sector and is doing well. What mkes you think that they will not do it for Allibba and Softbank? China's iternet service sector is the largest in the world and search and Add revenue will be a big part i the future. With Yahoo's products these three companies could only give another gain in major market share for the Chinese economy. My bet stays Microsoft raises bid to 35-38 this week or loses. You can even put AOL in the mix of Allibba, Softbank and Yahoo USA and even see more Search and Add revenue a lot quiker. This might be the way to go and give Yahoo ivestors more value in the long ru and watch Microsoft die in the next 2 years were their products are not as much appealing. Microsoft RAISE YOUR BID 35 TO 38 TO START AND GO FROM THERE. IF YOU DO NOT DO IT THIS WEEK I TRULY BELEIVE YOU WILL NOT HAVE ANOTHER CHANCE. Microsoft can afford to raise the bid to 35 to 38 and keep high grade Yahoo employees who have major options in Yahoo. They do not want to be undersold. It will not be easy to throw out Yahoo's board in July and then Microsoft has the time frame which Google is grabbing major market share. Yahoo will not wait till the end of this week. They cannot afford to do it. The first move they will make is bringing in AOL AND TIMEWARNER. So MICROSOFT RAISE YOUR BID TO 35 TO 38 AND GET Yahoo, Allibba and Softbank to the table. Close this deal this week or you are going to lose Yahoo. Hostile takeovers normally do not work and you lose key employees of Yahoo. CLOSE THE DEAL NOW MR. BALMER AND DONT USE THE MEDIA AS A PLOY. Everyone knows the game and it is not working now over 90 days since the bid was given. Apr 28 10:42 AM
    • A Speculative Yahoo Options Play [view article]
      I think the May 32.50 will give you more reward. In speculation thought for Mr. Yang to put up such a fight i think Yahoo will post better then expected numbers. At the same time i think Mr. Balmers remarks this morning that he will not raise the bid on any results of qtr numbers was a very poor act of business judgement or he is trying to hold Yahoo share price down. It would be great to see an advance like Google in Yahoo's share price if they beat the street by a wide margin. Just look at the great numbers Allibba which Yahoo owns 40% of and Softbank which owns a major stake in Yahoo Japan had and their great forward looking guidance. This will show in Yahoo's numbers this Qtr and with the weak USA dollar this should also be a positive. Going back to Microsoft with Mr. Balmers comments this morning. You have to ask yourself what is Microsoft going to do in the later years as software becomes some what extinct. You have companies now giving software away for free. This is the core of Microsofts business now. What will they do then when most internet services will come from search and Add revenue? This is a question for food of thought. Mr. Balmer makes the Yahoo merger more harder and will most likely cost him more if Yahoo post an outstanding qtr and plus with AT&T comments this morning about their deal with Yahoo should show much fruit now and into the second half of the year. My advice: Mr. Balmer sit down with Yahoo USA, Allibba and Softbank and in correct business form cement a positive deal for all and get back to business. I beleive that Microsoft and Yahoo merger is the biggest threat to Google it has ever had. On another note we wouldnt be here today if Terry Semel former CEO of Yahoo sold out Yahoo's position in Google. Apr 22 11:11 AM
    • Going Schluming - Cramer's Lightning Round (4.11.08) [view article]
      If Intel disappoints after the bell look out below for Micron. It could very well hit its 52 week low and beyond. Intels and Micron partnership in flash isnt been showing much and i beleive it ha been put on hold or cut back. I was surprised to see Micron spike as it did when they posted a qtr as terrible as it was. The media and analyst pumped this stock up. If it was another stock it would have been trading in the mid 2's. Well it very well be down there by t/m if Intel post a bad one and the best is to cover now in case it happens. With Microns bad numbers like i said i was surprised it spiked as high as it did. Just watch out way below if Intel post a bad Qtr like AMD there will be no bottom to Micron because Intel will prove that the subprime mess has hit technology which has been beleived to be a safe haven in recession. Microns share price should have reflected the bad qtr it had. Apr 15 11:34 AM
    • Micron’s Challenges [view article]
      If Intel disappoints after the bell today look for a big hit on Microns share price. Intel is the bell weather stock in processors which it has a partnership with Micron in flash memory. Look out below they can easily hit its 52 week low and more if Intel has a bad qtr. Apr 15 11:10 AM
    • Why Capital Research Mgmt Doubled Its Stake in Yahoo! [view article]
      THIS MERGER SHOULD CLOSE ANYTIME NOW. I BELEIVE MICROSOFT WILL RAISE THEIR BID 35-39 AND THIS WILL CLOSE IT IN A DAY OR SO. MICROSOFT HAS NOW OTHERS TO WORRY ABOUT NOT INCLUDING THE TIME BEING LOST BECAUSE THEY HAVE NOT CLOSED THIS MERGER YET BUT OTHERS ARE NOW STARTING TO LOOK AT YAHOO FOR ITS VALUABLE PROPERTIES AND YAHOO IS NOT WAITING. AGAIN EXPECT DEAL TO CLOSE IN A DAY OR SO. IF NOT A AOL AND YAHOO MERGER IS GOING TO HAPPEN BY FRIDAY. TIME IS RUNNING SHORT. Apr 15 10:42 AM
    • Mr. Ballmer: Pull the Yahoo Offer Now! [view article]
      EVERYONE SEEMS TO BE MISSING THE GREAT QTRS AND FINAL YEAR END STATEMENTS THAT ALLIBBA AND SOFTBANK WHICH OWNS THE MAJOR STAKE IN YAHOO JAPAN. NOW SHOULDNT THESE 2 COMPANIES BE BROUGHT TO THE TABLE? WOULD'NT YOU THINK THEY HAVE A LOT TO SAY ON THE BID PRICE BECAUSE MOST OF THEIR BUSNESS'S ARE BASED ON YAHOO USA AND OTHER BUSINESS'S AS A WHOLE? I WOULD THINK SO. JUST LOOK AT THE GREAT QTRS THAT ALLIBBA AND SOFTBANK JUST POSTED. LOOK AT THE GREAT FORWARD LOOKING OUTLOOKS THEY POSTED. YAHOO CAN VERY WELL SURPRISE AND THEY ALREADY STATED THEY WERE GOING TO BE INLINE AND THEIR FORWARD LOOKING CASH FLOW WOULD INCREASE A HUGE AMOUNT I THE NEXT 2 YEARS. MOST OF THIS BUSINESS I WOULD THINK IS COMING FROM ASIA AND NOW INDIA FROM THEIR RELATIONSHIPS AND BUSINESS WITH SOUTH KOREA JAPAN, SOFT BANK { YAHOO JAPAN } ALLIBBA 40% OWNED BY YAHOO USA AND RUN BY JACK MA WHO HAS MAJOR TIES TO THE CHINESE GOVERNMENT AND OPENED THE DOOR TO INDIA IN DEC WHICH LAID OUT THE WORK FOR YAHOO TO OPEN ITS LARGEST RESEARCH AND DEVELOPMENT CENTER IT EVER MADE JUST RELEASED IN THE LAST 3 WEEKS IN YAHOO NEWS ALONG WITH THEIR RELEASE TO THE SEC WITH THEIR GUIDANCE FOR THIS QTR AND THEIR OUT LOOKING FORECAST. MICROSOFT SHOULD JUST RAISE THE BID WITH NOW NEWS CORP TO 38 TO 40 DOLLARS A SHARE AND INCLUDE SOFTBANK AND ALLIBBA IN THE TALKS AND CLOSE THIS DEAL NOW! BEING HOSTILE WILL UST BRING RESENTMENT AND A CLASH OF THE DIFFERENT CULTURES WE ARE DEALING WITH. ALL BLAME SHOULD NOT BE PUT ON YAHOO'S JERRY YANG! MR BALLMER HAS JUST AS MUCH BLAME IN THIS MATTER BECAUSE OF HIS THREATS AND I WOULD SAY POOR BUSINESS SENSE WHEN DEALING WITH OTHER DIFFERENT COUNTRIES AND CULTURES. IT IS WELL KNOW THE WAY HE DOES BUSINESS AND THE EU AND ANTI TRUST ISSUES OF OTHER DEALS STAMPS IT ALL OVER THE PAPERWORK AND NEWS FOREIGN AND USA. MR BALMER JUST RAISE THE BID AND SIT DOWN AND ALSO HAVE ALLIBBA AND SOFTBANK JOIN IN AND CLOSE THIS DEAL NOW! GOOGLE AGAIN WILL GIVE YOU PROBLEMS THEY ARE ALREADY FINDING WAYS TO GET PART OF YAHOO COMING I THE BACK DOOR BY AOL 5% THEY OWN. THEY DID IT BEFORE TO MICROSOFT AND IT LOOKS LIKE THEY ARE DOING IT AGAIN AND IF YOU LET GOOGLE THEY WILL SUCCEED BECAUSE OF AUGUST 1ST THE CHINESE GOVERNMENT CAN NOW JOI IN REGULATORY STATUS AND WITH JACK MA'S OF ALLIBBA CONTACTS WITH THEIR GOVERNMENT CAN MAKE THIS MERGER EVEN MORE HARDER TO COMPLETE IF YOU DONT CLOSE IT NOW. Apr 11 11:28 AM
    • What's a Reasonable Valuation for Yahoo? [view article]
      Everyone seems to be forgetting Softbanks major position in Yahoo Japan and Allibba's which Yahoo USA owns about 40%. These two companies had great year end and qtrs earnings with great forward looking outlooks. These 2 companies need to be bought to the table also. Analyst have been stating all along that the major search and ADD revenues will be coming from Asia and India and South America in the coming years though 2010 amouting to hunderds of billions of dollars and this is why the bid undervalues Yahoo's companies value in total. This deal will not close without their approval. You already have Allibba looking for a company or private equity to buy out Yahoo's USA position which will hurt future profits. Microsoft has to also deal with a different culture arrangement making this deal different then recent USA mergers. These companies will not be bullied. You can very well see a team up of Allibba and Softbank with funding from the Chinese Government just like in the case of IBM'S computer sector to Lenovo. This might also be the holding out peroid Mr. Yang is waiting for and could be in the process now. Microsoft should sit down with all 3 companies and give a final offer of 38 to 40 a share based on the Asian and India ties that Yahoo USA has or walk away and let Allibba and Softbank put in their bids for the rest of Yahoo USA which would most likely be over 40 because of their extensive growth posted. There is also a big chance that Yahoo will surprise to the upside and beat numbers in this Qtr. I make these thoughts because the way this merger is going it doesnt make sense for the delay in normal business channels. Another thing Google knows something because their share price has lost half its value since the merger was anounced. On another note just recently in OCT Yahoo hit a high of 34.95 and their was no merger on the table. Apr 08 11:59 AM
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