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  • A CEO Who Subtracted Value [View article]
    It is easy to blame Gates and Ballmer for missing the internet boat but they started a company 30 years back that had revenues of $30 BILLION in 2008. Yahoo had revenues of around $6 billion and Carol worked for a company that had revenues of $1.5 billion.

    May be Carol should focus on her current job at Yahoo instead of finding faults with the legends of the software industry.
    Jan 18 00:36 am |Rating: +2 0 |Link to Comment
  • Decker's Position on Berkshire's Board Is Reason Enough to Make Her Yahoo's New CEO [View article]
    Decker is on Berkshire board so she knows Buffett, Buffett knows Gates, Gates can twist Ballmer's arm, and Ballmer will bend over and buy Yahoo!.

    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.
    Nov 18 11:51 am |Rating: 0 0 |Link to Comment
  • 5 Key Quotes from Yahoo! on the Internet Industry [View article]
    And the point is....
    Jul 23 19:30 pm |Rating: 0 0 |Link to Comment
  • Microsoft, in Spin Mode [View article]
    Google and Microsoft hate each other so much that they would do anything to hurt each other. MSFT tried to buy Yahoo to beat Google and Google is helping Yahoo to hurt MSFT.
    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.
    Jun 13 02:42 am |Rating: 0 0 |Link to Comment
  • Icahn: Smart, Dumb, or Just Plain Screwed? [View article]
    How much does Mr. Icahn stand to lose from this mess? As I understand it, he bought 10 million shares at around $25 and bought 49 million options (strike price $19.50, option premium around $5) that expire in 10 years. So even if the stock price falls to $20, he decides to get out, he loses about $300 million.
    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
    Jun 13 02:30 am |Rating: 0 0 |Link to Comment
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