Talk is Cheap's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/193303/comments http://seekingalpha.com/article/175978-foreclosing-on-aig-what-can-we-learn-from-this?source=feed#comment-784892 784892 Tue, 01 Dec 2009 15:15:23 -0500 http://seekingalpha.com/article/115159-a-ceo-who-subtracted-value?source=feed#comment-358736 358736
May be Carol should focus on her current job at Yahoo instead of finding faults with the legends of the software industry.]]> Sun, 18 Jan 2009 00:36:43 -0500
May be Carol should focus on her current job at Yahoo instead of finding faults with the legends of the software industry.]]> http://seekingalpha.com/article/106217-cramer-s-stop-trading-dark-days-for-coal-11-14-08?source=feed#comment-319104 319104 Tue, 02 Dec 2008 14:19:13 -0500 http://seekingalpha.com/article/106612-decker-s-position-on-berkshire-s-board-is-reason-enough-to-make-her-yahoo-s-new-ceo?source=feed#comment-308975 308975
This is amazing logic. God help corporate america if this kind of logic is used in mergers and aquisitions.

Isn't there something called boards and shareholders. Maybe we can fire Bostock too since he doesn't seem to have any say in this deal.

]]> Tue, 18 Nov 2008 11:51:58 -0500
This is amazing logic. God help corporate america if this kind of logic is used in mergers and aquisitions.

Isn't there something called boards and shareholders. Maybe we can fire Bostock too since he doesn't seem to have any say in this deal.

]]> http://seekingalpha.com/article/89153-a-new-numbers-problem-at-yahoo?source=feed#comment-223688 223688 Why is it not a huge swing? Jerry going from 14% withheld to 33%, Bostock from 20% to 39%, Burkle from 18% to 37% is indeed a huge swing. The number of people who cast the votes do not matter. What matters is the number of votes. When people put their money in Mutual Fund, they transfer their right to vote to the fund manager and fund manager basically represents many people who have invested money in their fund.
The funds normally have huge stakes in companies and are in it for a long haul. They cannot offload 15% Yahoo shares in a few seconds like retail investers can.

]]> Wed, 06 Aug 2008 00:36:57 -0400 Why is it not a huge swing? Jerry going from 14% withheld to 33%, Bostock from 20% to 39%, Burkle from 18% to 37% is indeed a huge swing. The number of people who cast the votes do not matter. What matters is the number of votes. When people put their money in Mutual Fund, they transfer their right to vote to the fund manager and fund manager basically represents many people who have invested money in their fund.
The funds normally have huge stakes in companies and are in it for a long haul. They cannot offload 15% Yahoo shares in a few seconds like retail investers can.

]]> http://seekingalpha.com/article/89153-a-new-numbers-problem-at-yahoo?source=feed#comment-223497 223497 Looks like Icahn had a better than expected chance of getting more seats on the board if he had stayed the course.]]> Tue, 05 Aug 2008 17:36:07 -0400 Looks like Icahn had a better than expected chance of getting more seats on the board if he had stayed the course.]]> http://seekingalpha.com/article/89153-a-new-numbers-problem-at-yahoo?source=feed#comment-223495 223495
The new results are out
biz.yahoo.com/bw/08080...

It is very surprising that the voting and tabulation of the most awaited shareholder meeting was screwed up. I am aware that a third party did this job. How can a truncation error occur just at 8 digits? Shouldn't they have known that there are more than a billion shares outstanding and so the width should have been at least 10 digits.

Maybe now, the board will wake up.

Looks like Icahn had a better than expected chance of getting more seats on the board if he had ]]> Tue, 05 Aug 2008 17:34:58 -0400
The new results are out
biz.yahoo.com/bw/08080...

It is very surprising that the voting and tabulation of the most awaited shareholder meeting was screwed up. I am aware that a third party did this job. How can a truncation error occur just at 8 digits? Shouldn't they have known that there are more than a billion shares outstanding and so the width should have been at least 10 digits.

Maybe now, the board will wake up.

Looks like Icahn had a better than expected chance of getting more seats on the board if he had ]]> http://seekingalpha.com/article/86534-5-key-quotes-from-yahoo-on-the-internet-industry?source=feed#comment-212780 212780 Wed, 23 Jul 2008 19:30:03 -0400 http://seekingalpha.com/article/82008-yahoo-s-ymail-don-t-really-get-it?source=feed#comment-188612 188612 Thu, 19 Jun 2008 14:05:35 -0400 http://seekingalpha.com/article/81161-microsoft-in-spin-mode?source=feed#comment-184686 184686 I don't think GOOG will get any immediate monetary benefit from this but this is a good strategic move from Google. Yahoo can remain independent. Can't say how long though.]]> Fri, 13 Jun 2008 02:42:27 -0400 I don't think GOOG will get any immediate monetary benefit from this but this is a good strategic move from Google. Yahoo can remain independent. Can't say how long though.]]> http://seekingalpha.com/article/81162-icahn-smart-dumb-or-just-plain-screwed?source=feed#comment-184681 184681 Going by his record, I do not think he will be willing to lose that kind of money. He will do whatever he can to get control of the company and then even if he sells the company for $27/share he would make about $200 million and MSFT would be happy to get the deal done at $27. Shareholders would not want to miss the boat again so they would support him.
The guy made billions by doing this kind of stuff. He cannot be lucky so many times to make billions nor can he be stupid to flush $300 million down the toilet.
It would be interesting to see what happens in coming weeks.

Disclosure: Long MSFT, No position in YHOO]]> Fri, 13 Jun 2008 02:30:55 -0400 Going by his record, I do not think he will be willing to lose that kind of money. He will do whatever he can to get control of the company and then even if he sells the company for $27/share he would make about $200 million and MSFT would be happy to get the deal done at $27. Shareholders would not want to miss the boat again so they would support him.
The guy made billions by doing this kind of stuff. He cannot be lucky so many times to make billions nor can he be stupid to flush $300 million down the toilet.
It would be interesting to see what happens in coming weeks.

Disclosure: Long MSFT, No position in YHOO]]> http://seekingalpha.com/article/77233-analyzing-yahoo-s-first-quarter-results-conference-call-101?source=feed#comment-167523 167523 Looks like the stock is holding up merely on speculation.]]> Wed, 14 May 2008 13:05:33 -0400 Looks like the stock is holding up merely on speculation.]]>