John Capozzi

Under The Radar News - Tuesday

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.

Wall Street Breakfast: Must-Know News

MICROSOFT better raise their bid for Yahoo quickly. A great speculation and move by Yahoo would be to have Softbank and llibba team up and buy out the rest of Yahoo at between 45 to 50 dollars a share. It would be investing in themselves where their mix i products would fit in better and stronger then a merger with Microsoft. Their close contacts with the Chinese and Japan governments would blend very easily with no anti trust problems for Yahoo. Combining the three into one and when completed make an offer for NTT of Japan and become one of the biggest power houses in wireless and internet media add content. The merger of the three will also save jobs because their would be less over lapping of product lines and they will be able to add more. They could also add the smart phone market to their mix. They would also be able to access cash backing from the Chinese and Japan governments because of the close ties of Jack Ma and Softbanks close ties in Japan. The merger would go though faster and friendlier and would be the best solution to all shareholder value of the three companies. Microsoft is not well liked in Asia and major parts of Europe because of their old school ways of GM bullying which would slow down the merger and even have them have to sell off major assets and properties to complete it. So Microsoft make a 40 to 43 dollar a share new bid now or move on. Newscorp will make a higher bid because of the news released in the last few days if you have been following their business moves. My bet is Yahoo and i truly believe in the long run Yahoo will be king and Microsoft and Google will begin to lose major market share in Asia to Allibba, Softbank and Yahoo. If they all merger into one and keep the Yahoo name their potential has great potential. Better then a Microsoft take over of Yahoo.