coyotebait's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/309424/comments http://seekingalpha.com/article/152480-yahoo-microsoft-deal-should-boost-bing?source=feed#comment-608526 608526
1. How oversold will YHOO get? $14.00, $12.00, $10.00, or less???

2. How much being overlooked?

The recent revamp of the Yahoo page shows Bartz & Co think they can monetize the indisputable power of YHOO (sticky eyeballs) in a new window of opportunity.

Right or wrong, they see customized news delivery on the NET as the future ---- rather than the futile attempt to compete with GOOG for advertisers on the search platform. ...MSFT has the money to try. Let's make a deal! ...To whatever extent MSFT is successful, it will contribute 88% to YHOO's bottom-line and relieve YHOO of the expenses thereof). Whether or not it's a good deal depends upon how Bartz deploys the benefits of an apparently bad deal.

With the demise of most news"papers" YHOO sees Internet news delivery, on-steroids, as the quickest, most practical, and most profitable way to monetize the power of YHOO's online presence.

On this platform whose time has come, advertisers will be able to target their audiences more accurately than ever before ---- what YouTube, FaceBook, and Twitter, have not yet been able to do, and will likely not be able to do nearly as well as YHOO.

Customized news delivery is the new and promising horizon for a new and more prosperous YHOO. ...MSFT-Bing revenues will finance it, securing an acceptable bottom-line (EARNINGS), as well as securing a solid level of cash flow, for the Bartz strategy to play out over the next 5-years.

Unfortunately most analysts and speculators don't have the bandwidth to understand the sound business strategies that this time-proven Autodesk-trained CEO is putting in place.

JMHO

CHOMPS,

^__^

.. ]]> Thu, 30 Jul 2009 14:29:23 -0400
1. How oversold will YHOO get? $14.00, $12.00, $10.00, or less???

2. How much being overlooked?

The recent revamp of the Yahoo page shows Bartz & Co think they can monetize the indisputable power of YHOO (sticky eyeballs) in a new window of opportunity.

Right or wrong, they see customized news delivery on the NET as the future ---- rather than the futile attempt to compete with GOOG for advertisers on the search platform. ...MSFT has the money to try. Let's make a deal! ...To whatever extent MSFT is successful, it will contribute 88% to YHOO's bottom-line and relieve YHOO of the expenses thereof). Whether or not it's a good deal depends upon how Bartz deploys the benefits of an apparently bad deal.

With the demise of most news"papers" YHOO sees Internet news delivery, on-steroids, as the quickest, most practical, and most profitable way to monetize the power of YHOO's online presence.

On this platform whose time has come, advertisers will be able to target their audiences more accurately than ever before ---- what YouTube, FaceBook, and Twitter, have not yet been able to do, and will likely not be able to do nearly as well as YHOO.

Customized news delivery is the new and promising horizon for a new and more prosperous YHOO. ...MSFT-Bing revenues will finance it, securing an acceptable bottom-line (EARNINGS), as well as securing a solid level of cash flow, for the Bartz strategy to play out over the next 5-years.

Unfortunately most analysts and speculators don't have the bandwidth to understand the sound business strategies that this time-proven Autodesk-trained CEO is putting in place.

JMHO

CHOMPS,

^__^

.. ]]> http://seekingalpha.com/article/152457-yahoo-microsoft-deal-long-term-merger-arbitrage?source=feed#comment-608523 608523
1. How oversold will YHOO get? $14.00, $12.00, $10.00, or less???

2. How much being overlooked?

The recent revamp of the Yahoo page shows Bartz & Co think they can monetize the indisputable power of YHOO (sticky eyeballs) in a new window of opportunity.

Right or wrong, they see customized news delivery on the NET as the future ---- rather than the futile attempt to compete with GOOG for advertisers on the search platform. ...MSFT has the money to try. Let's make a deal! ...To whatever extent MSFT is successful, it will contribute 88% to YHOO's bottom-line and relieve YHOO of the expenses thereof). Whether or not it's a good deal depends upon how Bartz deploys the benefits of an apparently bad deal.

With the demise of most news"papers" YHOO sees Internet news delivery, on-steroids, as the quickest, most practical, and most profitable way to monetize the power of YHOO's online presence.

On this platform whose time has come, advertisers will be able to target their audiences more accurately than ever before ---- what YouTube, FaceBook, and Twitter, have not yet been able to do, and will likely not be able to do nearly as well as YHOO.

Customized news delivery is the new and promising horizon for a new and more prosperous YHOO. ...MSFT-Bing revenues will finance it, securing an acceptable bottom-line (EARNINGS), as well as securing a solid level of cash flow, for the Bartz strategy to play out over the next 5-years.

Unfortunately most analysts and speculators don't have the bandwidth to understand the sound business strategies that this time-proven Autodesk-trained CEO is putting in place.

JMHO

CHOMPS,

^__^

.. ]]> Thu, 30 Jul 2009 14:28:43 -0400
1. How oversold will YHOO get? $14.00, $12.00, $10.00, or less???

2. How much being overlooked?

The recent revamp of the Yahoo page shows Bartz & Co think they can monetize the indisputable power of YHOO (sticky eyeballs) in a new window of opportunity.

Right or wrong, they see customized news delivery on the NET as the future ---- rather than the futile attempt to compete with GOOG for advertisers on the search platform. ...MSFT has the money to try. Let's make a deal! ...To whatever extent MSFT is successful, it will contribute 88% to YHOO's bottom-line and relieve YHOO of the expenses thereof). Whether or not it's a good deal depends upon how Bartz deploys the benefits of an apparently bad deal.

With the demise of most news"papers" YHOO sees Internet news delivery, on-steroids, as the quickest, most practical, and most profitable way to monetize the power of YHOO's online presence.

On this platform whose time has come, advertisers will be able to target their audiences more accurately than ever before ---- what YouTube, FaceBook, and Twitter, have not yet been able to do, and will likely not be able to do nearly as well as YHOO.

Customized news delivery is the new and promising horizon for a new and more prosperous YHOO. ...MSFT-Bing revenues will finance it, securing an acceptable bottom-line (EARNINGS), as well as securing a solid level of cash flow, for the Bartz strategy to play out over the next 5-years.

Unfortunately most analysts and speculators don't have the bandwidth to understand the sound business strategies that this time-proven Autodesk-trained CEO is putting in place.

JMHO

CHOMPS,

^__^

.. ]]> http://seekingalpha.com/article/152360-yahoo-shareholders-transfer-2-9-billion-to-microsoft-shareholders?source=feed#comment-608520 608520
1. How oversold will YHOO get? $14.00, $12.00, $10.00, or less???

2. How much being overlooked?

The recent revamp of the Yahoo page shows Bartz & Co think they can monetize the indisputable power of YHOO (sticky eyeballs) in a new window of opportunity.

Right or wrong, they see customized news delivery on the NET as the future ---- rather than the futile attempt to compete with GOOG for advertisers on the search platform. ...MSFT has the money to try. Let's make a deal! ...To whatever extent MSFT is successful, it will contribute 88% to YHOO's bottom-line and relieve YHOO of the expenses thereof). Whether or not it's a good deal depends upon how Bartz deploys the benefits of an apparently bad deal.

With the demise of most news"papers" YHOO sees Internet news delivery, on-steroids, as the quickest, most practical, and most profitable way to monetize the power of YHOO's online presence.

On this platform whose time has come, advertisers will be able to target their audiences more accurately than ever before ---- what YouTube, FaceBook, and Twitter, have not yet been able to do, and will likely not be able to do nearly as well as YHOO.

Customized news delivery is the new and promising horizon for a new and more prosperous YHOO. ...MSFT-Bing revenues will finance it, securing an acceptable bottom-line (EARNINGS), as well as securing a solid level of cash flow, for the Bartz strategy to play out over the next 5-years.

Unfortunately most analysts and speculators don't have the bandwidth to understand the sound business strategies that this time-proven Autodesk-trained CEO is putting in place.

JMHO

CHOMPS,

^__^

.. ]]> Thu, 30 Jul 2009 14:28:24 -0400
1. How oversold will YHOO get? $14.00, $12.00, $10.00, or less???

2. How much being overlooked?

The recent revamp of the Yahoo page shows Bartz & Co think they can monetize the indisputable power of YHOO (sticky eyeballs) in a new window of opportunity.

Right or wrong, they see customized news delivery on the NET as the future ---- rather than the futile attempt to compete with GOOG for advertisers on the search platform. ...MSFT has the money to try. Let's make a deal! ...To whatever extent MSFT is successful, it will contribute 88% to YHOO's bottom-line and relieve YHOO of the expenses thereof). Whether or not it's a good deal depends upon how Bartz deploys the benefits of an apparently bad deal.

With the demise of most news"papers" YHOO sees Internet news delivery, on-steroids, as the quickest, most practical, and most profitable way to monetize the power of YHOO's online presence.

On this platform whose time has come, advertisers will be able to target their audiences more accurately than ever before ---- what YouTube, FaceBook, and Twitter, have not yet been able to do, and will likely not be able to do nearly as well as YHOO.

Customized news delivery is the new and promising horizon for a new and more prosperous YHOO. ...MSFT-Bing revenues will finance it, securing an acceptable bottom-line (EARNINGS), as well as securing a solid level of cash flow, for the Bartz strategy to play out over the next 5-years.

Unfortunately most analysts and speculators don't have the bandwidth to understand the sound business strategies that this time-proven Autodesk-trained CEO is putting in place.

JMHO

CHOMPS,

^__^

.. ]]> http://seekingalpha.com/article/152360-yahoo-shareholders-transfer-2-9-billion-to-microsoft-shareholders?source=feed#comment-608374 608374
1. How oversold will YHOO get? $14.00, $12.00, $10.00, or less???

2. How much being overlooked?

The recent revamp of the Yahoo page shows Bartz & Co think they can monetize the indisputable power of YHOO (sticky eyeballs) in a new window of opportunity.

Right or wrong, they see customized news delivery on the NET as the future ---- rather than the futile attempt to compete with GOOG for advertisers on the search platform. ...MSFT has the money to try. Let's make a deal! ...To whatever extent MSFT is successful, it will contribute 88% to YHOO's bottom-line and relieve YHOO of the expenses thereof). Whether or not it's a good deal depends upon how Bartz deploys the benefits of an apparently bad deal.

With the demise of most news"papers" YHOO sees Internet news delivery, on-steroids, as the quickest, most practical, and most profitable way to monetize the power of YHOO's online presence.

On this platform whose time has come, advertisers will be able to target their audiences more accurately than ever before ---- what YouTube, FaceBook, and Twitter, have not yet been able to do, and will likely not be able to do nearly as well as YHOO.

Customized news delivery is the new and promising horizon for a new and more prosperous YHOO. ...MSFT-Bing revenues will finance it, securing an acceptable bottom-line (EARNINGS), as well as securing a solid level of cash flow, for the Bartz strategy to play out over the next 5-years.

Unfortunately most analysts and speculators don't have the bandwidth to understand the sound business strategies that this time-proven Autodesk-trained CEO is putting in place.

JMHO

CHOMPS,

^__^

.. ]]> Thu, 30 Jul 2009 13:16:17 -0400
1. How oversold will YHOO get? $14.00, $12.00, $10.00, or less???

2. How much being overlooked?

The recent revamp of the Yahoo page shows Bartz & Co think they can monetize the indisputable power of YHOO (sticky eyeballs) in a new window of opportunity.

Right or wrong, they see customized news delivery on the NET as the future ---- rather than the futile attempt to compete with GOOG for advertisers on the search platform. ...MSFT has the money to try. Let's make a deal! ...To whatever extent MSFT is successful, it will contribute 88% to YHOO's bottom-line and relieve YHOO of the expenses thereof). Whether or not it's a good deal depends upon how Bartz deploys the benefits of an apparently bad deal.

With the demise of most news"papers" YHOO sees Internet news delivery, on-steroids, as the quickest, most practical, and most profitable way to monetize the power of YHOO's online presence.

On this platform whose time has come, advertisers will be able to target their audiences more accurately than ever before ---- what YouTube, FaceBook, and Twitter, have not yet been able to do, and will likely not be able to do nearly as well as YHOO.

Customized news delivery is the new and promising horizon for a new and more prosperous YHOO. ...MSFT-Bing revenues will finance it, securing an acceptable bottom-line (EARNINGS), as well as securing a solid level of cash flow, for the Bartz strategy to play out over the next 5-years.

Unfortunately most analysts and speculators don't have the bandwidth to understand the sound business strategies that this time-proven Autodesk-trained CEO is putting in place.

JMHO

CHOMPS,

^__^

.. ]]> http://seekingalpha.com/article/152457-yahoo-microsoft-deal-long-term-merger-arbitrage?source=feed#comment-608372 608372
1. How oversold will YHOO get? $14.00, $12.00, $10.00, or less???

2. How much being overlooked?

The recent revamp of the Yahoo page shows Bartz & Co think they can monetize the indisputable power of YHOO (sticky eyeballs) in a new window of opportunity.

Right or wrong, they see customized news delivery on the NET as the future ---- rather than the futile attempt to compete with GOOG for advertisers on the search platform. ...MSFT has the money to try. Let's make a deal! ...To whatever extent MSFT is successful, it will contribute 88% to YHOO's bottom-line and relieve YHOO of the expenses thereof). Whether or not it's a good deal depends upon how Bartz deploys the benefits of an apparently bad deal.

With the demise of most news"papers" YHOO sees Internet news delivery, on-steroids, as the quickest, most practical, and most profitable way to monetize the power of YHOO's online presence.

On this platform whose time has come, advertisers will be able to target their audiences more accurately than ever before ---- what YouTube, FaceBook, and Twitter, have not yet been able to do, and will likely not be able to do nearly as well as YHOO.

Customized news delivery is the new and promising horizon for a new and more prosperous YHOO. ...MSFT-Bing revenues will finance it, securing an acceptable bottom-line (EARNINGS), as well as securing a solid level of cash flow, for the Bartz strategy to play out over the next 5-years.

Unfortunately most analysts and speculators don't have the bandwidth to understand the sound business strategies that this time-proven Autodesk-trained CEO is putting in place.

JMHO

CHOMPS,

^__^

.. ]]> Thu, 30 Jul 2009 13:15:20 -0400
1. How oversold will YHOO get? $14.00, $12.00, $10.00, or less???

2. How much being overlooked?

The recent revamp of the Yahoo page shows Bartz & Co think they can monetize the indisputable power of YHOO (sticky eyeballs) in a new window of opportunity.

Right or wrong, they see customized news delivery on the NET as the future ---- rather than the futile attempt to compete with GOOG for advertisers on the search platform. ...MSFT has the money to try. Let's make a deal! ...To whatever extent MSFT is successful, it will contribute 88% to YHOO's bottom-line and relieve YHOO of the expenses thereof). Whether or not it's a good deal depends upon how Bartz deploys the benefits of an apparently bad deal.

With the demise of most news"papers" YHOO sees Internet news delivery, on-steroids, as the quickest, most practical, and most profitable way to monetize the power of YHOO's online presence.

On this platform whose time has come, advertisers will be able to target their audiences more accurately than ever before ---- what YouTube, FaceBook, and Twitter, have not yet been able to do, and will likely not be able to do nearly as well as YHOO.

Customized news delivery is the new and promising horizon for a new and more prosperous YHOO. ...MSFT-Bing revenues will finance it, securing an acceptable bottom-line (EARNINGS), as well as securing a solid level of cash flow, for the Bartz strategy to play out over the next 5-years.

Unfortunately most analysts and speculators don't have the bandwidth to understand the sound business strategies that this time-proven Autodesk-trained CEO is putting in place.

JMHO

CHOMPS,

^__^

.. ]]> http://seekingalpha.com/article/152480-yahoo-microsoft-deal-should-boost-bing?source=feed#comment-608367 608367
1. How oversold will YHOO get? $14.00, $12.00, $10.00, or less???

2. How much being overlooked?

The recent revamp of the Yahoo page shows Bartz & Co think they can monetize the indisputable power of YHOO (sticky eyeballs) in a new window of opportunity.

Right or wrong, they see customized news delivery on the NET as the future ---- rather than the futile attempt to compete with GOOG for advertisers on the search platform. ...MSFT has the money to try. Let's make a deal! ...To whatever extent MSFT is successful, it will contribute 88% to YHOO's bottom-line and relieve YHOO of the expenses thereof). Whether or not it's a good deal depends upon how Bartz deploys the benefits of an apparently bad deal.

With the demise of most news"papers" YHOO sees Internet news delivery, on-steroids, as the quickest, most practical, and most profitable way to monetize the power of YHOO's online presence.

On this platform whose time has come, advertisers will be able to target their audiences more accurately than ever before ---- what YouTube, FaceBook, and Twitter, have not yet been able to do, and will likely not be able to do nearly as well as YHOO.

Customized news delivery is the new and promising horizon for a new and more prosperous YHOO. ...MSFT-Bing revenues will finance it, securing an acceptable bottom-line (EARNINGS), as well as securing a solid level of cash flow, for the Bartz strategy to play out over the next 5-years.

Unfortunately most analysts and speculators don't have the bandwidth to understand the sound business strategies that this time-proven Autodesk-trained CEO is putting in place.

JMHO

CHOMPS,

^__^

.. ]]> Thu, 30 Jul 2009 13:13:52 -0400
1. How oversold will YHOO get? $14.00, $12.00, $10.00, or less???

2. How much being overlooked?

The recent revamp of the Yahoo page shows Bartz & Co think they can monetize the indisputable power of YHOO (sticky eyeballs) in a new window of opportunity.

Right or wrong, they see customized news delivery on the NET as the future ---- rather than the futile attempt to compete with GOOG for advertisers on the search platform. ...MSFT has the money to try. Let's make a deal! ...To whatever extent MSFT is successful, it will contribute 88% to YHOO's bottom-line and relieve YHOO of the expenses thereof). Whether or not it's a good deal depends upon how Bartz deploys the benefits of an apparently bad deal.

With the demise of most news"papers" YHOO sees Internet news delivery, on-steroids, as the quickest, most practical, and most profitable way to monetize the power of YHOO's online presence.

On this platform whose time has come, advertisers will be able to target their audiences more accurately than ever before ---- what YouTube, FaceBook, and Twitter, have not yet been able to do, and will likely not be able to do nearly as well as YHOO.

Customized news delivery is the new and promising horizon for a new and more prosperous YHOO. ...MSFT-Bing revenues will finance it, securing an acceptable bottom-line (EARNINGS), as well as securing a solid level of cash flow, for the Bartz strategy to play out over the next 5-years.

Unfortunately most analysts and speculators don't have the bandwidth to understand the sound business strategies that this time-proven Autodesk-trained CEO is putting in place.

JMHO

CHOMPS,

^__^

.. ]]> http://seekingalpha.com/article/152502-microsoft-wins-yahoo-folds-google-reigns?source=feed#comment-608356 608356
1. How oversold will YHOO get? $14.00, $12.00, $10.00, or less???

2. How much being overlooked?

The recent revamp of the Yahoo page shows Bartz & Co think they can monetize the indisputable power of YHOO (sticky eyeballs) in a new window of opportunity.

Right or wrong, they see customized news delivery on the NET as the future ---- rather than the futile attempt to compete with GOOG for advertisers on the search platform. ...MSFT has the money to try. Let's make a deal! ...To whatever extent MSFT is successful, it will contribute 88% to YHOO's bottom-line and relieve YHOO of the expenses thereof). Whether or not it's a good deal depends upon how Bartz deploys the benefits of an apparently bad deal.

With the demise of most news"papers" YHOO sees Internet news delivery, on-steroids, as the quickest, most practical, and most profitable way to monetize the power of YHOO's online presence.

On this platform whose time has come, advertisers will be able to target their audiences more accurately than ever before ---- what YouTube, FaceBook, and Twitter, have not yet been able to do, and will likely not be able to do nearly as well as YHOO.

Customized news delivery is the new and promising horizon for a new and more prosperous YHOO. ...MSFT-Bing revenues will finance it, securing an acceptable bottom-line (EARNINGS), as well as securing a solid level of cash flow, for the Bartz strategy to play out over the next 5-years.

Unfortunately most analysts and speculators don't have the bandwidth to understand the sound business strategies that this time-proven Autodesk-trained CEO is putting in place.

JMHO

CHOMPS,

^__^

.. ]]> Thu, 30 Jul 2009 13:08:54 -0400
1. How oversold will YHOO get? $14.00, $12.00, $10.00, or less???

2. How much being overlooked?

The recent revamp of the Yahoo page shows Bartz & Co think they can monetize the indisputable power of YHOO (sticky eyeballs) in a new window of opportunity.

Right or wrong, they see customized news delivery on the NET as the future ---- rather than the futile attempt to compete with GOOG for advertisers on the search platform. ...MSFT has the money to try. Let's make a deal! ...To whatever extent MSFT is successful, it will contribute 88% to YHOO's bottom-line and relieve YHOO of the expenses thereof). Whether or not it's a good deal depends upon how Bartz deploys the benefits of an apparently bad deal.

With the demise of most news"papers" YHOO sees Internet news delivery, on-steroids, as the quickest, most practical, and most profitable way to monetize the power of YHOO's online presence.

On this platform whose time has come, advertisers will be able to target their audiences more accurately than ever before ---- what YouTube, FaceBook, and Twitter, have not yet been able to do, and will likely not be able to do nearly as well as YHOO.

Customized news delivery is the new and promising horizon for a new and more prosperous YHOO. ...MSFT-Bing revenues will finance it, securing an acceptable bottom-line (EARNINGS), as well as securing a solid level of cash flow, for the Bartz strategy to play out over the next 5-years.

Unfortunately most analysts and speculators don't have the bandwidth to understand the sound business strategies that this time-proven Autodesk-trained CEO is putting in place.

JMHO

CHOMPS,

^__^

.. ]]> http://seekingalpha.com/article/152500-binghoo-not-so-awesome-say-analysts?source=feed#comment-608353 608353
1. How oversold will YHOO get? $14.00, $12.00, $10.00, or less???

2. How much being overlooked?

The recent revamp of the Yahoo page shows Bartz & Co think they can monetize the indisputable power of YHOO (sticky eyeballs) in a new window of opportunity.

Right or wrong, they see customized news delivery on the NET as the future ---- rather than the futile attempt to compete with GOOG for advertisers on the search platform. ...MSFT has the money to try. Let's make a deal! ...To whatever extent MSFT is successful, it will contribute 88% to YHOO's bottom-line and relieve YHOO of the expenses thereof). Whether or not it's a good deal depends upon how Bartz deploys the benefits of an apparently bad deal.

With the demise of most news"papers" YHOO sees Internet news delivery, on-steroids, as the quickest, most practical, and most profitable way to monetize the power of YHOO's online presence.

On this platform whose time has come, advertisers will be able to target their audiences more accurately than ever before ---- what YouTube, FaceBook, and Twitter, have not yet been able to do, and will likely not be able to do nearly as well as YHOO.

Customized news delivery is the new and promising horizon for a new and more prosperous YHOO. ...MSFT-Bing revenues will finance it, securing an acceptable bottom-line (EARNINGS), as well as securing a solid level of cash flow, for the Bartz strategy to play out over the next 5-years.

Unfortunately most analysts and speculators don't have the bandwidth to understand the sound business strategies that this time-proven Autodesk-trained CEO is putting in place.

JMHO

CHOMPS,

^__^

.. ]]> Thu, 30 Jul 2009 13:08:22 -0400
1. How oversold will YHOO get? $14.00, $12.00, $10.00, or less???

2. How much being overlooked?

The recent revamp of the Yahoo page shows Bartz & Co think they can monetize the indisputable power of YHOO (sticky eyeballs) in a new window of opportunity.

Right or wrong, they see customized news delivery on the NET as the future ---- rather than the futile attempt to compete with GOOG for advertisers on the search platform. ...MSFT has the money to try. Let's make a deal! ...To whatever extent MSFT is successful, it will contribute 88% to YHOO's bottom-line and relieve YHOO of the expenses thereof). Whether or not it's a good deal depends upon how Bartz deploys the benefits of an apparently bad deal.

With the demise of most news"papers" YHOO sees Internet news delivery, on-steroids, as the quickest, most practical, and most profitable way to monetize the power of YHOO's online presence.

On this platform whose time has come, advertisers will be able to target their audiences more accurately than ever before ---- what YouTube, FaceBook, and Twitter, have not yet been able to do, and will likely not be able to do nearly as well as YHOO.

Customized news delivery is the new and promising horizon for a new and more prosperous YHOO. ...MSFT-Bing revenues will finance it, securing an acceptable bottom-line (EARNINGS), as well as securing a solid level of cash flow, for the Bartz strategy to play out over the next 5-years.

Unfortunately most analysts and speculators don't have the bandwidth to understand the sound business strategies that this time-proven Autodesk-trained CEO is putting in place.

JMHO

CHOMPS,

^__^

.. ]]> http://seekingalpha.com/article/152474-who-is-the-winner-in-the-yahoo-microsoft-deal-does-it-hurt-google?source=feed#comment-608351 608351
1. How oversold will YHOO get? $14.00, $12.00, $10.00, or less???

2. How much being overlooked?

The recent revamp of the Yahoo page shows Bartz & Co think they can monetize the indisputable power of YHOO (sticky eyeballs) in a new window of opportunity.

Right or wrong, they see customized news delivery on the NET as the future ---- rather than the futile attempt to compete with GOOG for advertisers on the search platform. ...MSFT has the money to try. Let's make a deal! ...To whatever extent MSFT is successful, it will contribute 88% to YHOO's bottom-line and relieve YHOO of the expenses thereof). Whether or not it's a good deal depends upon how Bartz deploys the benefits of an apparently bad deal.

With the demise of most news"papers" YHOO sees Internet news delivery, on-steroids, as the quickest, most practical, and most profitable way to monetize the power of YHOO's online presence.

On this platform whose time has come, advertisers will be able to target their audiences more accurately than ever before ---- what YouTube, FaceBook, and Twitter, have not yet been able to do, and will likely not be able to do nearly as well as YHOO.

Customized news delivery is the new and promising horizon for a new and more prosperous YHOO. ...MSFT-Bing revenues will finance it, securing an acceptable bottom-line (EARNINGS), as well as securing a solid level of cash flow, for the Bartz strategy to play out over the next 5-years.

Unfortunately most analysts and speculators don't have the bandwidth to understand the sound business strategies that this time-proven Autodesk-trained CEO is putting in place.

JMHO

CHOMPS,

^__^

.. ]]> Thu, 30 Jul 2009 13:07:33 -0400
1. How oversold will YHOO get? $14.00, $12.00, $10.00, or less???

2. How much being overlooked?

The recent revamp of the Yahoo page shows Bartz & Co think they can monetize the indisputable power of YHOO (sticky eyeballs) in a new window of opportunity.

Right or wrong, they see customized news delivery on the NET as the future ---- rather than the futile attempt to compete with GOOG for advertisers on the search platform. ...MSFT has the money to try. Let's make a deal! ...To whatever extent MSFT is successful, it will contribute 88% to YHOO's bottom-line and relieve YHOO of the expenses thereof). Whether or not it's a good deal depends upon how Bartz deploys the benefits of an apparently bad deal.

With the demise of most news"papers" YHOO sees Internet news delivery, on-steroids, as the quickest, most practical, and most profitable way to monetize the power of YHOO's online presence.

On this platform whose time has come, advertisers will be able to target their audiences more accurately than ever before ---- what YouTube, FaceBook, and Twitter, have not yet been able to do, and will likely not be able to do nearly as well as YHOO.

Customized news delivery is the new and promising horizon for a new and more prosperous YHOO. ...MSFT-Bing revenues will finance it, securing an acceptable bottom-line (EARNINGS), as well as securing a solid level of cash flow, for the Bartz strategy to play out over the next 5-years.

Unfortunately most analysts and speculators don't have the bandwidth to understand the sound business strategies that this time-proven Autodesk-trained CEO is putting in place.

JMHO

CHOMPS,

^__^

.. ]]> http://seekingalpha.com/article/152359-yahoo-got-binged-on-microsoft-search-deal?source=feed#comment-608325 608325
1. How oversold will YHOO get? $14.00, $12.00, $10.00, or less???

2. How much being overlooked?

The recent revamp of the Yahoo page shows Bartz & Co think they can monetize the indisputable power of YHOO (sticky eyeballs) in a new window of opportunity.

Right or wrong, they see customized news delivery on the NET as the future ---- rather than the futile attempt to compete with GOOG for advertisers on the search platform. ...MSFT has the money to try. Let's make a deal! ...To whatever extent MSFT is successful, it will contribute 88% to YHOO's bottom-line and relieve YHOO of the expenses thereof). Whether or not it's a good deal depends upon how Bartz deploys the benefits of an apparently bad deal.

With the demise of most news"papers" YHOO sees Internet news delivery, on-steroids, as the quickest, most practical, and most profitable way to monetize the power of YHOO's online presence.

On this platform whose time has come, advertisers will be able to target their audiences more accurately than ever before ---- what YouTube, FaceBook, and Twitter, have not yet been able to do, and will likely not be able to do nearly as well as YHOO.

Customized news delivery is the new and promising horizon for a new and more prosperous YHOO. ...MSFT-Bing revenues will finance it, securing an acceptable bottom-line (EARNINGS), as well as securing a solid level of cash flow, for the Bartz strategy to play out over the next 5-years.

Unfortunately most analysts and speculators don't have the bandwidth to understand the sound business strategies that this time-proven Autodesk-trained CEO is putting in place.

JMHO

CHOMPS,

^__^

..]]> Thu, 30 Jul 2009 12:59:55 -0400
1. How oversold will YHOO get? $14.00, $12.00, $10.00, or less???

2. How much being overlooked?

The recent revamp of the Yahoo page shows Bartz & Co think they can monetize the indisputable power of YHOO (sticky eyeballs) in a new window of opportunity.

Right or wrong, they see customized news delivery on the NET as the future ---- rather than the futile attempt to compete with GOOG for advertisers on the search platform. ...MSFT has the money to try. Let's make a deal! ...To whatever extent MSFT is successful, it will contribute 88% to YHOO's bottom-line and relieve YHOO of the expenses thereof). Whether or not it's a good deal depends upon how Bartz deploys the benefits of an apparently bad deal.

With the demise of most news"papers" YHOO sees Internet news delivery, on-steroids, as the quickest, most practical, and most profitable way to monetize the power of YHOO's online presence.

On this platform whose time has come, advertisers will be able to target their audiences more accurately than ever before ---- what YouTube, FaceBook, and Twitter, have not yet been able to do, and will likely not be able to do nearly as well as YHOO.

Customized news delivery is the new and promising horizon for a new and more prosperous YHOO. ...MSFT-Bing revenues will finance it, securing an acceptable bottom-line (EARNINGS), as well as securing a solid level of cash flow, for the Bartz strategy to play out over the next 5-years.

Unfortunately most analysts and speculators don't have the bandwidth to understand the sound business strategies that this time-proven Autodesk-trained CEO is putting in place.

JMHO

CHOMPS,

^__^

..]]> http://seekingalpha.com/article/131348-about-that-google-earnings-beat?source=feed#comment-467583 467583
^__^

..]]> Sat, 18 Apr 2009 10:48:58 -0400
^__^

..]]> http://seekingalpha.com/article/130463-impossible-to-compare-akamai-and-limelight-s-enterprise-and-commerce-products?source=feed#comment-460150 460150
Very impressive work. Thank you.

Perhaps the primary question re: Akamai is - how likely or how practical (high or low barrier to development question) would it be for AAPL or GOOG or other purveors of streaming video to develop their own in-house CRM capablilty?

^__^

..]]> Sat, 11 Apr 2009 23:16:57 -0400
Very impressive work. Thank you.

Perhaps the primary question re: Akamai is - how likely or how practical (high or low barrier to development question) would it be for AAPL or GOOG or other purveors of streaming video to develop their own in-house CRM capablilty?

^__^

..]]> http://seekingalpha.com/article/128558-limelight-to-challenge-akamai-with-e-commerce-whole-site-delivery-product?source=feed#comment-447315 447315
Investigating both sides of what you present in an equitable manner is your job, not mine. ...Something due diligence would seem to require, unless the article is intended to be a piece of puff for L, instead of a legitimate comparison of two legitimate competitors within the CDN space.

No ofense intended, I like most of your stuff, and I am looking forward to reading your next piece on these two interesting companies.




On Mar 31 06:05 PM Dan Rayburn wrote:

> The article is not comparing either of the CDNs services from a technology
> level, so it's not the place to mention any "improvements" that Akamai
> has made to "keep them in the lead in the CDN space", or on the flip
> side, any features or functionality Limelight has created to give
> them an edge. That's not the point of the article.
>
> I find it odd you complain I didn't mention any of these things you
> wanted to see mentioned, yet in your follow up comment you didn't
> mention any of them yourself.]]> Tue, 31 Mar 2009 21:35:26 -0400
Investigating both sides of what you present in an equitable manner is your job, not mine. ...Something due diligence would seem to require, unless the article is intended to be a piece of puff for L, instead of a legitimate comparison of two legitimate competitors within the CDN space.

No ofense intended, I like most of your stuff, and I am looking forward to reading your next piece on these two interesting companies.




On Mar 31 06:05 PM Dan Rayburn wrote:

> The article is not comparing either of the CDNs services from a technology
> level, so it's not the place to mention any "improvements" that Akamai
> has made to "keep them in the lead in the CDN space", or on the flip
> side, any features or functionality Limelight has created to give
> them an edge. That's not the point of the article.
>
> I find it odd you complain I didn't mention any of these things you
> wanted to see mentioned, yet in your follow up comment you didn't
> mention any of them yourself.]]> http://seekingalpha.com/article/128558-limelight-to-challenge-akamai-with-e-commerce-whole-site-delivery-product?source=feed#comment-446460 446460
Half-full for LLNW = Half-empty for AKAM (Your article smacks of partisan palavering.)

...Nothing against the formidable prospects of LLNW, but next time, how about some equal time for AKAM's recent notable improvements that promise to keep them in the lead in the CDN space.

CHOMPS,

^__^

..]]> Tue, 31 Mar 2009 10:56:49 -0400
Half-full for LLNW = Half-empty for AKAM (Your article smacks of partisan palavering.)

...Nothing against the formidable prospects of LLNW, but next time, how about some equal time for AKAM's recent notable improvements that promise to keep them in the lead in the CDN space.

CHOMPS,

^__^

..]]> http://seekingalpha.com/article/128269-google-off-to-the-races?source=feed#comment-443097 443097
Suuuuuweeeeee Pig-Pig-PIGGY.

Chompdatgreedychump,

^__^

..]]> Fri, 27 Mar 2009 22:29:03 -0400
Suuuuuweeeeee Pig-Pig-PIGGY.

Chompdatgreedychump,

^__^

..]]> http://seekingalpha.com/article/128077-the-strategic-threats-facing-google?source=feed#comment-441579 441579
Soooooo, are they a fat sitting duck - or are a nimble-footed moving target, capable of monetizing their considerable assets to an even higher level?

Agreed, they act like the duck, but have the critical mass to continue to lead.

CHOMPS,

^__^

..]]> Thu, 26 Mar 2009 17:41:22 -0400
Soooooo, are they a fat sitting duck - or are a nimble-footed moving target, capable of monetizing their considerable assets to an even higher level?

Agreed, they act like the duck, but have the critical mass to continue to lead.

CHOMPS,

^__^

..]]> http://seekingalpha.com/article/127249-why-it-s-a-good-time-to-buy-google?source=feed#comment-435428 435428
Too right.

If you can't buy Google at this level, you shouldn't be buying anything but gold (or Akamai?).

The soon-to-be ubiquitous global utility we call the Internet is essential to recovery; Internet advertising is essential to nearly all would-be survivors of the crunch, a place where Google Search is, for the foreseeable future, the undethronable king.

In the recovery era of the Great Depression, GM and Ford never looked so good. Then recovery was the industrial revolution fueled by the productivity of the production-line; today's recovery will depend upon the technological revolution, to be fueled by the productivity of the Internet to reach people instantaneously with whatever good or services a company wants to sell. ...Google is a screaming buy.

Disclosure: Long GOOG and AKAM. Looking to accumulate AMZN and AAPL (and gold) on weakness.

CHOMPS,

^__^

..]]> Sun, 22 Mar 2009 12:59:49 -0400
Too right.

If you can't buy Google at this level, you shouldn't be buying anything but gold (or Akamai?).

The soon-to-be ubiquitous global utility we call the Internet is essential to recovery; Internet advertising is essential to nearly all would-be survivors of the crunch, a place where Google Search is, for the foreseeable future, the undethronable king.

In the recovery era of the Great Depression, GM and Ford never looked so good. Then recovery was the industrial revolution fueled by the productivity of the production-line; today's recovery will depend upon the technological revolution, to be fueled by the productivity of the Internet to reach people instantaneously with whatever good or services a company wants to sell. ...Google is a screaming buy.

Disclosure: Long GOOG and AKAM. Looking to accumulate AMZN and AAPL (and gold) on weakness.

CHOMPS,

^__^

..]]> http://seekingalpha.com/article/127262-google-ventures-ready-to-launch-not-the-best-use-of-capital?source=feed#comment-435374 435374
Well said.

That said, now looks like an unusually good time to be starting up a venture fund, if you have an enormous excess of cash, in the face of the incredible inflation we are about to see. ...Maybe they would be better off buying gold?

Only time will tell, whether Google's gambling instincts are more productive to shareholder value than the responsibility to reward shareholders with dividends.

CHOMPS,

^__^

..]]> Sun, 22 Mar 2009 12:06:57 -0400
Well said.

That said, now looks like an unusually good time to be starting up a venture fund, if you have an enormous excess of cash, in the face of the incredible inflation we are about to see. ...Maybe they would be better off buying gold?

Only time will tell, whether Google's gambling instincts are more productive to shareholder value than the responsibility to reward shareholders with dividends.

CHOMPS,

^__^

..]]> http://seekingalpha.com/article/126753-could-facebook-surpass-google-one-day?source=feed#comment-432976 432976
Nice, very nice. You are as clever as you are beautiful.

^__^

..]]> Thu, 19 Mar 2009 20:09:25 -0400
Nice, very nice. You are as clever as you are beautiful.

^__^

..]]> http://seekingalpha.com/article/125672-what-are-analysts-saying-about-ebay-s-analyst-day?source=feed#comment-425669 425669
What are you smoking?

CHOMPS,

^__^

..]]> Sat, 14 Mar 2009 12:24:30 -0400
What are you smoking?

CHOMPS,

^__^

..]]> http://seekingalpha.com/article/125672-what-are-analysts-saying-about-ebay-s-analyst-day?source=feed#comment-425192 425192
There is nothing more "hubristic" than hate.

It takes a self-destructive moron to hate.

Good luck.

CHOMPS,

^__^

.. ]]> Fri, 13 Mar 2009 19:42:08 -0400
There is nothing more "hubristic" than hate.

It takes a self-destructive moron to hate.

Good luck.

CHOMPS,

^__^

.. ]]> http://seekingalpha.com/article/125672-what-are-analysts-saying-about-ebay-s-analyst-day?source=feed#comment-424522 424522
It's tiresome to keep reading these ridiculously one-sided SLANTED OPINIONS, that refuse to deal with the numbers (aka VALUATION).

YADA, yada, yada ...YAWN...

CHOMP,

^__^

..]]> Fri, 13 Mar 2009 11:30:06 -0400
It's tiresome to keep reading these ridiculously one-sided SLANTED OPINIONS, that refuse to deal with the numbers (aka VALUATION).

YADA, yada, yada ...YAWN...

CHOMP,

^__^

..]]> http://seekingalpha.com/article/124805-long-google-again?source=feed#comment-419126 419126
WHAT A DOUBLE-TALKING PUTZ.
CHOMPDATCHUMP,

^__^
..]]> Mon, 09 Mar 2009 10:57:35 -0400
WHAT A DOUBLE-TALKING PUTZ.
CHOMPDATCHUMP,

^__^
..]]> http://seekingalpha.com/article/124622-should-google-be-paying-a-dividend?source=feed#comment-417247 417247
That said, corporate management of many companies and their Boards of Directors are raiding their treasuries to enrich themselves with their own versions of "dividending."

The #1 enemy of Wall Street today is top-level management personal greed. And enormous cash reserves give them comfort to know, for them, the candy will never run out. Imho, it is obscene for anyone to make more than $1 Million a year, bonuses not to exceed same. For a company with public shareholders, it is shameful.

...Shareholders foot the bill and tolerate continual perpetual dilution from stock options, in the futile hope of preserving or growing their hard-earned cash, many retirees in dire straits, and we have to dodge hedgefund managers and all manner of short-term sharks in the bargain. And how do we do that from the played out, over-harvested, mushroom bin corporate mangement keeps us in? ...How can a shareholder feel anything but fleeced?

A shout out to Eric for a heads up article.

CHOMPS,

^__^

..]]> Sat, 07 Mar 2009 12:37:30 -0500
That said, corporate management of many companies and their Boards of Directors are raiding their treasuries to enrich themselves with their own versions of "dividending."

The #1 enemy of Wall Street today is top-level management personal greed. And enormous cash reserves give them comfort to know, for them, the candy will never run out. Imho, it is obscene for anyone to make more than $1 Million a year, bonuses not to exceed same. For a company with public shareholders, it is shameful.

...Shareholders foot the bill and tolerate continual perpetual dilution from stock options, in the futile hope of preserving or growing their hard-earned cash, many retirees in dire straits, and we have to dodge hedgefund managers and all manner of short-term sharks in the bargain. And how do we do that from the played out, over-harvested, mushroom bin corporate mangement keeps us in? ...How can a shareholder feel anything but fleeced?

A shout out to Eric for a heads up article.

CHOMPS,

^__^

..]]> http://seekingalpha.com/article/124311-china-bulls-dream-of-net-stimulus?source=feed#comment-415832 415832
CHOMPS,

^__^

..]]> Fri, 06 Mar 2009 09:59:32 -0500
CHOMPS,

^__^

..]]> http://seekingalpha.com/article/124565-china-data-indicating-an-upturn-ahead?source=feed#comment-415828 415828
CHOMP,

^__^

..]]> Fri, 06 Mar 2009 09:56:27 -0500
CHOMP,

^__^

..]]> http://seekingalpha.com/article/124415-ebay-to-hold-analyst-investor-day-ten-questions-to-ask-them?source=feed#comment-415104 415104
CHOMPS,

^__^

.. ]]> Thu, 05 Mar 2009 19:32:59 -0500
CHOMPS,

^__^

.. ]]> http://seekingalpha.com/article/124310-google-yahoo-estimates-cut-on-online-ad-weakness?source=feed#comment-414154 414154
Please, Eric. Your reader deserve better.

CHOMP,

^__^

..]]> Thu, 05 Mar 2009 10:23:44 -0500
Please, Eric. Your reader deserve better.

CHOMP,

^__^

..]]> http://seekingalpha.com/article/124071-google-shocker-we-are-not-immune-to-the-economy?source=feed#comment-414111 414111
CHOMPS,

^__^

..]]> Thu, 05 Mar 2009 10:04:40 -0500
CHOMPS,

^__^

..]]> http://seekingalpha.com/article/121723-microsoft-vs-google-battle-of-epic-proportions?source=feed#comment-396907 396907
Well put, in the context of a very interesting article. ...I agree with your scorecard, with one slight adjustment. While MSFT's monopoly-exposure is real because their "product" is capable of holding its users hostage - GOOG's "product" is one of user-choice, and always will be. No one is forced to use GOOG's Search, they choose it because it is clearly superior to the other choices available.

CHOMPS,

^__^

..]]> Fri, 20 Feb 2009 13:52:42 -0500
Well put, in the context of a very interesting article. ...I agree with your scorecard, with one slight adjustment. While MSFT's monopoly-exposure is real because their "product" is capable of holding its users hostage - GOOG's "product" is one of user-choice, and always will be. No one is forced to use GOOG's Search, they choose it because it is clearly superior to the other choices available.

CHOMPS,

^__^

..]]>