coyotebait

Microsoft Wins, Yahoo Folds, Google Reigns

Two questions:

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,

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How Much Worse Can the Ad Market Get? Just Wait

Any business that intends to stay in business needs to advertise. This is especially true on the Net, where GOOG is the king of advertising.

Some companies will have to cut ad budgets. For those who want and need to reach the largest marketplace in the world (aka INTERNET), GOOG is a necessity. On a global basis, there would seem to be enough businesses to keep GOOG ad revenues healthy for some time to come.

Recession-proof? Not. Recession resistant. Definitely.

CHOMPS,

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