ZenInvestor

Too Early to Dub YouTube a Failure

Wow. You are out of touch! SIRI just had an investment by Liberty to the tune of 550MM, and most on your list are not 'dead', just not the 'market leader'. Is leading the market necessary to avoid 'death' in you opinion. Go back to reading articles, writing them is not your forte. Sorry.

How To Structure a Yahoo-Google Search Deal

With all due respect, if the deal you describe is not a violation of law, then then the law is worthless! This is not a serious article. Nuff said!

On Yahoo/ Microsoft: Jerry Yang Should Be Fired

Jerry Yang's contributions to Yahoo stopped years ago. Bringing him back, although expedient, was disaster waiting to happen. It isn't 1999 anymore, and he does not see that fact. Fire him, for sure!

As for Microsoft, they have effectively pushed the price of Yahoo beyond what anyone else will pay, and forced them into unappealing territory when they rejected the bid (a very one) from Microsoft. Now, although they did not 'get' Yahoo, they emasculated them as a competitor. Ballmer get's a B- and keep his job, and has many other alternatives to boost his presence in the search engine advertising space. My guess is that he will do that for far less than the acquisition price of Yahoo.

Google wins in the short term with two weak competitors, and quite possibly buys the time to 'own' the space for the long term as well. No surprises here.

Yahooed; The Price Is Wrong

The rumor is that the board of Yahoo would have approved at 37, but the two (already rich) founders held out for 38 a share. They made a huge and foolish mistake, and these two are big losers, and the shareholders got shafted by their shortsightedness. BUY GOOG, SELL YHOO!

Microsoft/Yahoo Drama and Investing in Google

Well, Yang cost himself and his shareholders (not me I got out) a lot of money, and the distraction of the coming lawsuits when combined with the failure of 'Panama', the strong offerings by Google, and a recession either here or on the nearing horizon means SELL YAHOO!

As for the Board of Directors. SHAME, SHAME, SHAME! By not standing up to a foolish founder (who is already rich) they have harmed the many individual and institutional holders of the stock. They should be FIRED.

And, yes the 40B is better spent by MSFT to fight the battle alone. My new home page is IGoogle, goodbye Yahoo!