kyc30090

Yahoo Almost Gets It Right

Looking at YHOO price, it's really discounted. I wanted to short YHOO back in Jan because of their clear downtrend, but then I saw their strong fundamental. Soon there is a MSFT offer. Good that I didn't short it. Even better I didn't chase after it. When it comes to investing, isn't it funny that big guy sucks too at least once a while? Boone Pickens gambles on small gain on the buyout and now whining about management. techland.blogs.fortune...

Management does a fair calculation except that they don't have chips to bargain. With all the competition, no one is really willing to bet that YHOO will come back to the offer price any time soon (1-2 years). Looking interestingly valued now. Chasing after buyout and selling it now sounds like the opposite to me.

NVIDIA's Long-Term Prospects Mean It's Currently Undervalued

Well written article.

Talking about intel GPU market share, most "average computer users" have an integrated intel graphics in their computer. When it comes to serious video usage, people are picking between NVDA and ATI/AMD. With AMD keep losing market share in their cpu market which probably drags down their graphics, that benefits NVDA.

The huge drop in share price definitely is much bigger than the earning / margin miss. People are over-reacting and short sellers took advantage of it. If you don't yet long the stock, at least cover the shorts. Though quick recovery to $21-22 may be unlikely, $22 is still under-priced for this stock in long term. Shorts watched out any rumor / take over possibilities. Intel can buy them and almost get rid of AMD.