John Capozzi's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/158200/comments http://seekingalpha.com/article/76293-what-should-jerry-do-my-advice-to-yahoo?source=feed#comment-164099 164099 Thu, 08 May 2008 10:12:51 -0400 http://seekingalpha.com/article/75885-under-the-radar-news-tuesday?source=feed#comment-162726 162726 Tue, 06 May 2008 12:54:07 -0400 http://seekingalpha.com/article/75638-yahooed-the-price-is-wrong?source=feed#comment-162027 162027 Mon, 05 May 2008 11:00:41 -0400 http://seekingalpha.com/article/75546-on-yahoo-microsoft-jerry-yang-should-be-fired?source=feed#comment-161622 161622 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. ]]> Sun, 04 May 2008 15:12:11 -0400 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. ]]> http://seekingalpha.com/article/74890-microsoft-s-big-move-on-yahoo?source=feed#comment-160776 160776 Fri, 02 May 2008 12:36:28 -0400 http://seekingalpha.com/article/74890-microsoft-s-big-move-on-yahoo?source=feed#comment-160033 160033 Thu, 01 May 2008 10:07:36 -0400 http://seekingalpha.com/article/74890-microsoft-s-big-move-on-yahoo?source=feed#comment-159579 159579 Wed, 30 Apr 2008 15:20:57 -0400 http://seekingalpha.com/article/74890-microsoft-s-big-move-on-yahoo?source=feed#comment-159568 159568 Wed, 30 Apr 2008 14:59:33 -0400 http://seekingalpha.com/article/74358-microsoft-should-listen-to-its-heart-and-ignore-the-bean-counters?source=feed#comment-157947 157947 Mon, 28 Apr 2008 10:42:42 -0400 http://seekingalpha.com/article/73245-a-speculative-yahoo-options-play?source=feed#comment-154707 154707 Tue, 22 Apr 2008 11:11:34 -0400 http://seekingalpha.com/article/72167-going-schluming-cramer-s-lightning-round-4-11-08?source=feed#comment-151087 151087 Tue, 15 Apr 2008 11:34:29 -0400 http://seekingalpha.com/article/72317-microns-challenges?source=feed#comment-151068 151068 Tue, 15 Apr 2008 11:10:51 -0400 http://seekingalpha.com/article/72302-why-capital-research-mgmt-doubled-its-stake-in-yahoo?source=feed#comment-151050 151050 Tue, 15 Apr 2008 10:42:12 -0400 http://seekingalpha.com/article/71978-mr-ballmer-pull-the-yahoo-offer-now?source=feed#comment-148998 148998 Fri, 11 Apr 2008 11:28:30 -0400 http://seekingalpha.com/article/71549-what-s-a-reasonable-valuation-for-yahoo?source=feed#comment-147008 147008 Tue, 08 Apr 2008 11:59:38 -0400 http://seekingalpha.com/article/71226-is-something-cooking-in-microhoo-s-kitchen-update?source=feed#comment-136713 136713 Fri, 04 Apr 2008 16:18:03 -0400 http://seekingalpha.com/article/71075-microsoft-bides-its-time-while-yahoo-panics?source=feed#comment-136181 136181
If they all ust sat down a mot ago you would have had a deal close or above 40 already. Let Microsoft play hard ball. They have the most to lose. Yahoo USA will not get crushed they have Allibba and Softbank which is Yahoo Japan plus they will have loads of funding by the Chinese government. Most of search and Add will be coming out of India China and the rest of Asia going into 2010. Plus the culyutr problem. Allibba and Softbank will not be bullird by Microsoft. Whether you want to beleif it or not Allibba and Softbank have a lot to say in this merger and it will not happen without them
So now you ask yourself: WHO DOES MICROSOFT HAVE????? Hmmmm Mr Balmer will finally find that out when he wont even be able to nip at Yahoo at 60. Somrthing to think about . Oh it looks like Google might be selling Double clicks search engine. Who can do better in China? Your answer:: YAHOO Why? Answer:: ALLIBBA & SOFTBANK. Too bad Mr. Balmer hasnt icked up o this yet. Google surely has and they are laughing behind Microsofts back right now as they just dig in deeper as Balmer turns reder and reder. Microsoft will blow this again and Google will be there to pick up the pieces. Microsoft needs to raise the bid to 40 and call Yahoo, Allibba and Softbank to the table as a whole. End of story!! ]]> Thu, 03 Apr 2008 16:38:16 -0400
If they all ust sat down a mot ago you would have had a deal close or above 40 already. Let Microsoft play hard ball. They have the most to lose. Yahoo USA will not get crushed they have Allibba and Softbank which is Yahoo Japan plus they will have loads of funding by the Chinese government. Most of search and Add will be coming out of India China and the rest of Asia going into 2010. Plus the culyutr problem. Allibba and Softbank will not be bullird by Microsoft. Whether you want to beleif it or not Allibba and Softbank have a lot to say in this merger and it will not happen without them
So now you ask yourself: WHO DOES MICROSOFT HAVE????? Hmmmm Mr Balmer will finally find that out when he wont even be able to nip at Yahoo at 60. Somrthing to think about . Oh it looks like Google might be selling Double clicks search engine. Who can do better in China? Your answer:: YAHOO Why? Answer:: ALLIBBA & SOFTBANK. Too bad Mr. Balmer hasnt icked up o this yet. Google surely has and they are laughing behind Microsofts back right now as they just dig in deeper as Balmer turns reder and reder. Microsoft will blow this again and Google will be there to pick up the pieces. Microsoft needs to raise the bid to 40 and call Yahoo, Allibba and Softbank to the table as a whole. End of story!! ]]> http://seekingalpha.com/article/69682-google-paid-clicks-data-likely-portends-slowdown?source=feed#comment-130746 130746 THIS MERGER IS THE BIGGEST OKE OF THE TECH SECTOR WORLD BEAUSE YOU WONT SIT DOWN LIKE HUMAN BEINGS AND PROTECT YOUR SHAREHOLDES AND INVESTORS RIGHTS AND INVESTMENTS! ]]> Mon, 24 Mar 2008 15:53:07 -0400 THIS MERGER IS THE BIGGEST OKE OF THE TECH SECTOR WORLD BEAUSE YOU WONT SIT DOWN LIKE HUMAN BEINGS AND PROTECT YOUR SHAREHOLDES AND INVESTORS RIGHTS AND INVESTMENTS! ]]> http://seekingalpha.com/article/69380-ebay-watch-alibaba-stake-u-s-store-promotion-e-commerce-and-gmvs?source=feed#comment-129802 129802 Fri, 21 Mar 2008 11:40:49 -0400 http://seekingalpha.com/article/69072-google-vs-microsoft-yahoo-vs-china-the-story-in-charts?source=feed#comment-128343 128343 When Microsoft agrees to the 40 or more dollar new and final bid these 4 companies together will gain market share so quickly it would have the telecom sector knees banging together. Microsoft has the engineers, software and Yahoo has the engineers and products to make it work. Instead of Microsoft losing 700 million in Search and Add Revenue in their first year combined as one company will show a fair and most likely a major profit. The key now is to close this deal at 40 or above and start intergrating their great employees and products. The 40 dollar share price would be made back in what they paid in less then a year. The only thing that held up this merger was ego problems plus the massive crisis we are in the banking sector. This deal is a great one for all concerned and should be done asap or even after the bell today. Mr. Balmer pay the 40 and lets get to work now!!
Why do you see Google crying wolf anti trust and all other means of crap? They know as soon as Microsoft and Yahoo merge the game is over for them.
Then when these four companies combine watch them put in a bid for NT&T which is having major problems right now. When that is done and it will watch how much they gain on Nokia, Vodaphone, and Apple to be a maor player in the smart phone arena. CLOSE THE DEAL TODAY MR. BALMER AT 40 AND WATCH AS YOU CRUMBLE GOOGLE TO THE GROUND IN LESS THEN 3 YEARS. ]]> Tue, 18 Mar 2008 13:44:50 -0400 When Microsoft agrees to the 40 or more dollar new and final bid these 4 companies together will gain market share so quickly it would have the telecom sector knees banging together. Microsoft has the engineers, software and Yahoo has the engineers and products to make it work. Instead of Microsoft losing 700 million in Search and Add Revenue in their first year combined as one company will show a fair and most likely a major profit. The key now is to close this deal at 40 or above and start intergrating their great employees and products. The 40 dollar share price would be made back in what they paid in less then a year. The only thing that held up this merger was ego problems plus the massive crisis we are in the banking sector. This deal is a great one for all concerned and should be done asap or even after the bell today. Mr. Balmer pay the 40 and lets get to work now!!
Why do you see Google crying wolf anti trust and all other means of crap? They know as soon as Microsoft and Yahoo merge the game is over for them.
Then when these four companies combine watch them put in a bid for NT&T which is having major problems right now. When that is done and it will watch how much they gain on Nokia, Vodaphone, and Apple to be a maor player in the smart phone arena. CLOSE THE DEAL TODAY MR. BALMER AT 40 AND WATCH AS YOU CRUMBLE GOOGLE TO THE GROUND IN LESS THEN 3 YEARS. ]]> http://seekingalpha.com/article/68097-a-case-for-buying-yahoo?source=feed#comment-125185 125185 Tue, 11 Mar 2008 13:32:30 -0400 http://seekingalpha.com/article/67983-news-corp-gives-up-fight-for-yahoo?source=feed#comment-125006 125006 Tue, 11 Mar 2008 08:58:59 -0400 http://seekingalpha.com/article/67826-will-ebay-make-a-play-for-yahoo-s-asian-crown-jewels?source=feed#comment-124636 124636 Mon, 10 Mar 2008 09:50:43 -0400 http://seekingalpha.com/article/67291-yahoo-and-aol-in-talks-for-possible-union?source=feed#comment-122478 122478 Wed, 05 Mar 2008 12:14:10 -0500 http://seekingalpha.com/article/66654-wall-street-breakfast-must-know-news?source=feed#comment-120656 120656 Fri, 29 Feb 2008 11:05:57 -0500 http://seekingalpha.com/article/66513-google-to-buy-19-9-of-yahoo-to-block-msft-why-not-they-ve-done-it-before?source=feed#comment-120366 120366 HERE IS A BETTER SPECULATED MOVE: ALLIBBA AND SOFTBANK TEAM UP BACKED BY FUNDS IF NEEDED BY THE CHINESE GOVERNMENT AND BUYS THE REMAINDER OF YAHOO AND COMBINE INTO ONE. NO ANTI TRUST PROBLEMS AND A BETTER MATCH UP THEN MICROSOFT AND KEEPING THE YAHOO NAME WITH EMPLOYEES AND DOWN THE ROAD TAKE OVER OF NIPPON TELEPHONE AND WIRELESS AND THERE YOU HAVE IF NOT THE BIGGEST MEDIA, SEARCH AND WIRELESS COMPETITOR IN ALL OF ASIA WHERE THE MONEY WILL BE IN SEARCH. ADD AND WIRELESS AND MEDIA NOW AND IN THE FUTURE. AT BETWEEN 45 AND 50 DOLLARS A SHARE IT WILL BE AS IF THEY ARE INVESTING I THEMSELVES. YOU MEDIA KINGS DONT EVEN TRY HARD ENOUGH TO FIND THE TRUE VALUE OF YAHOO'S ASSETS I ASIA. WHAT EVER HAPPENED TO THE TRUE AND HONEST REPORTING OF YEARS AGO. THE OLD TIMES COULD REALLY GIVE YOU ALL A GOOD TEACHING IN REPORTING. THAT IS WHY THE SMALL AND MEDIUM INVESTORS DONT TRUST YOU NO MORE. YAHOO 40 OR BETTER IN LESS THEN 10 WORKING DAYS AND THAT IS MY BET. ]]> Thu, 28 Feb 2008 15:38:52 -0500 HERE IS A BETTER SPECULATED MOVE: ALLIBBA AND SOFTBANK TEAM UP BACKED BY FUNDS IF NEEDED BY THE CHINESE GOVERNMENT AND BUYS THE REMAINDER OF YAHOO AND COMBINE INTO ONE. NO ANTI TRUST PROBLEMS AND A BETTER MATCH UP THEN MICROSOFT AND KEEPING THE YAHOO NAME WITH EMPLOYEES AND DOWN THE ROAD TAKE OVER OF NIPPON TELEPHONE AND WIRELESS AND THERE YOU HAVE IF NOT THE BIGGEST MEDIA, SEARCH AND WIRELESS COMPETITOR IN ALL OF ASIA WHERE THE MONEY WILL BE IN SEARCH. ADD AND WIRELESS AND MEDIA NOW AND IN THE FUTURE. AT BETWEEN 45 AND 50 DOLLARS A SHARE IT WILL BE AS IF THEY ARE INVESTING I THEMSELVES. YOU MEDIA KINGS DONT EVEN TRY HARD ENOUGH TO FIND THE TRUE VALUE OF YAHOO'S ASSETS I ASIA. WHAT EVER HAPPENED TO THE TRUE AND HONEST REPORTING OF YEARS AGO. THE OLD TIMES COULD REALLY GIVE YOU ALL A GOOD TEACHING IN REPORTING. THAT IS WHY THE SMALL AND MEDIUM INVESTORS DONT TRUST YOU NO MORE. YAHOO 40 OR BETTER IN LESS THEN 10 WORKING DAYS AND THAT IS MY BET. ]]> http://seekingalpha.com/article/66411-rumor-google-to-buy-big-chunk-of-yahoo-stock?source=feed#comment-120152 120152 Thu, 28 Feb 2008 09:58:25 -0500 http://seekingalpha.com/article/66480-do-yahoo-shareholders-really-want-a-higher-microsoft-bid?source=feed#comment-120130 120130 Thu, 28 Feb 2008 09:29:36 -0500