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- Acuity Brands, Inc. F4Q08 (Qtr End 08/31/08) Earnings Call Transcript
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1 Comment
On Yahoo/ Microsoft: Jerry Yang Should Be Fired [view article]
Why is a Google Deal a poison pill? All estimates say it will strongly raise revenue (and cut costs, as they cut out much of the huge YSM payroll)...and yahoo! is biggest media ad company online by a large margin. There is also the idea they would accept ads fro both (and maybe other) platforms for search and serve the ones with the highest monitization (skirt anti-trust, retain some ysm talent, max revnues).The stock was trading down at 19 or 20 prior to the microsoft deal news, but the market was worse and Y! has beat and rasied guidance twice since then. Id put the stock at 25 range now and if the search deal is done right, above 30.
If this stock goes to 19 this week, id be buying on the overreaction. Jerry knew this was an option when he let the deadline pass....another plan is clearly in his back pocket. May 04 08:48 AM