between the hedges_

Microsoft Wins, Yahoo Folds, Google Reigns

The problem with today's traders is they want the quick buck over the company not doing the right thing. Cut costs and preserve revenue. That is exactly what Yahoo's CEO did. She can shed the expense of search and get guaranteed revenue. It's basically like someone coming in, renaming my neighborhood, and paying my expenses of living while I keep my salary. Brilliant LONG TERM move.

Microsoft Should Take Music Siriusly

I agree that another possibility is a panic in to the stock, but I think that the more likely scenario is profit taking. I'm impressed with the number of downloads of the I Pod app, but the amount of revenue off of the "keepers" at this point in time is not nearly high enough to offset the debt to the point of a huge rally. We are going to eventually see a pop in my opinion when the autos recover as this product is very strongly tied to the auto industry. I'm very bullish long term as the refi has bought Siri enough time to get an auto recovery and get back on a growth path to where the revenue generated will dwarf the debt.

Microsoft Should Take Music Siriusly

Come on Guy: I can't give stock advice to you. Relmor is a brilliant dude. I don't know you or your style. Generally, I'm diversified in several different sectors. I do this so if I get nailed on a spec, my whole portfolio and discretionary savings isn't shot. For long term investments, I'm dollar cost averaging into Boeing, Caterpillar, Verizon, Yahoo, XLF - Financial Spider. Specs like Siri are only a small portion of my overall portfolio.

Microsoft Should Take Music Siriusly

I'm going to put in some limits at .38, .35, and .32. If I don't hit them, well, I don't hit them, but I think that short term, people are going to panic out. Stock has rocketed from 5 cents to 40 cents. That's 800%. People have some serious profits with that range. Long term, I'm a bull.

Microsoft Should Take Music Siriusly

There are a lot of people with over 500% profits on this stock that will likely panic out near the quarterly report. I'm going to have some dry powder ready to get in cheap.