oceandude's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/43063/comments http://seekingalpha.com/article/74124-microsoft-yahoo-dead-dithering-drunk?source=feed#comment-156790 156790 Fri, 25 Apr 2008 16:04:16 -0400 http://seekingalpha.com/article/73245-a-speculative-yahoo-options-play?source=feed#comment-154670 154670 Tue, 22 Apr 2008 10:21:41 -0400 http://seekingalpha.com/article/71430-yahoo-s-jerry-yang-needs-to-get-on-with-it?source=feed#comment-146692 146692
Good luck with that.]]> Mon, 07 Apr 2008 19:46:01 -0400
Good luck with that.]]> http://seekingalpha.com/article/71075-microsoft-bides-its-time-while-yahoo-panics?source=feed#comment-135952 135952 Thu, 03 Apr 2008 10:25:10 -0400 http://seekingalpha.com/article/66866-suntech-sunpower-memc-and-first-solar-four-solar-stocks-worth-investigating?source=feed#comment-121602 121602 Mon, 03 Mar 2008 13:34:49 -0500 http://seekingalpha.com/article/65908-a-beautiful-mind-microsoft-over-google?source=feed#comment-118872 118872
Could someone please tell me what great new stuff Microsoft has released in the last 10 years? Perpetual derivatives of Windows and Office don't count.
]]> Mon, 25 Feb 2008 15:15:49 -0500
Could someone please tell me what great new stuff Microsoft has released in the last 10 years? Perpetual derivatives of Windows and Office don't count.
]]> http://seekingalpha.com/article/65932-eight-search-engine-stocks-to-answer-all-of-your-questions?source=feed#comment-118736 118736 Mon, 25 Feb 2008 11:37:44 -0500 http://seekingalpha.com/article/65491-yahoo-s-yang-sticks-it-to-shareholders-and-employees?source=feed#comment-118019 118019 Sat, 23 Feb 2008 10:36:52 -0500 http://seekingalpha.com/article/65586-financials-offer-patient-bulls-many-opportunities?source=feed#comment-117735 117735 Thu, 21 Feb 2008 18:45:22 -0500 http://seekingalpha.com/article/65431-microsoft-s-proxy-bid-for-yahoo-is-a-bluff?source=feed#comment-117667 117667
I do agree that MS and Yahoo will offset each other for institutions owning both. It is logical then that they should vote towards whichever stock they have a bigger interest in. Own more Yahoo? Vote takeover. Own more Microsoft? Vote against. What are the numbers exactly?]]> Thu, 21 Feb 2008 13:25:56 -0500
I do agree that MS and Yahoo will offset each other for institutions owning both. It is logical then that they should vote towards whichever stock they have a bigger interest in. Own more Yahoo? Vote takeover. Own more Microsoft? Vote against. What are the numbers exactly?]]> http://seekingalpha.com/article/65431-microsoft-s-proxy-bid-for-yahoo-is-a-bluff?source=feed#comment-117619 117619
It's simple. They can currently hold on and MAYBE get more. If MS is not bluffing about the proxy battle, worst case they vote pro-MS and get the $29/share. If they sell now, yes they get the same amount, but they lose the possibility of the few bucks a share MS might throw at Yang to save him face.

In other words, sell now: definitely $29/share. Hold and vote MS: definitely $29/share and maybe more. Why wouldn't you choose the latter?

]]> Thu, 21 Feb 2008 10:59:04 -0500
It's simple. They can currently hold on and MAYBE get more. If MS is not bluffing about the proxy battle, worst case they vote pro-MS and get the $29/share. If they sell now, yes they get the same amount, but they lose the possibility of the few bucks a share MS might throw at Yang to save him face.

In other words, sell now: definitely $29/share. Hold and vote MS: definitely $29/share and maybe more. Why wouldn't you choose the latter?

]]> http://seekingalpha.com/article/65491-yahoo-s-yang-sticks-it-to-shareholders-and-employees?source=feed#comment-117610 117610
1. It's not "any good reason" like you say. The "good reason" must meet specific criteria defined by Yahoo, and these are not trivial.

2. It's really crappy that execs get longer severance than ordinary employees, but ALL employees get accelerated stock vesting. That's pretty nice and you didn't mention it.]]> Thu, 21 Feb 2008 10:47:45 -0500
1. It's not "any good reason" like you say. The "good reason" must meet specific criteria defined by Yahoo, and these are not trivial.

2. It's really crappy that execs get longer severance than ordinary employees, but ALL employees get accelerated stock vesting. That's pretty nice and you didn't mention it.]]> http://seekingalpha.com/article/65096-wireless-carriers-new-rate-plans-cruising-for-a-bruising?source=feed#comment-117397 117397 Wed, 20 Feb 2008 11:29:19 -0500 http://seekingalpha.com/article/64903-ebay-boycott-shows-lack-of-trust-between-buyers-and-sellers?source=feed#comment-116914 116914 Mon, 18 Feb 2008 11:22:36 -0500 http://seekingalpha.com/article/64976-zynex-medical-rapidly-growing-smallcap?source=feed#comment-116912 116912
Actually being without cash in this market/economy is scary enough.]]> Mon, 18 Feb 2008 11:13:54 -0500
Actually being without cash in this market/economy is scary enough.]]> http://seekingalpha.com/article/64903-ebay-boycott-shows-lack-of-trust-between-buyers-and-sellers?source=feed#comment-116817 116817
This is great for sellers who list the same overpriced crap over and over without selling. This is terrible for folks that simply want to sell inventory quickly at a fair price for buyer and seller.


]]> Sun, 17 Feb 2008 18:01:47 -0500
This is great for sellers who list the same overpriced crap over and over without selling. This is terrible for folks that simply want to sell inventory quickly at a fair price for buyer and seller.


]]> http://seekingalpha.com/article/64895-yahoo-s-future-the-employee-perspective?source=feed#comment-116816 116816 Sun, 17 Feb 2008 17:57:56 -0500 http://seekingalpha.com/article/42734-23-safe-dividend-stocks-for-trying-times?source=feed#comment-116815 116815 Sun, 17 Feb 2008 17:53:36 -0500 http://seekingalpha.com/article/64895-yahoo-s-future-the-employee-perspective?source=feed#comment-116767 116767
That's funny in a search advertising context, since Yahoo's Search Advertising group isn't in the Valley either. They are in Burbank, CA (Southern Cal) -- the result of Yahoo's Overture acquisition.

Yahoo is in a no-win situation. All three major options are depressing to employees.

1. Microsoft buys Yahoo. Ick. "Real" engineers hate Microsoft.
2. All deals fall apart. Stock slides back to 18 or so. Shareholder lawsuits filed. Believe me, Yahoo employees don't care about the stock's "upside". They want the highest price for their options, now. Plus the lawsuits would be a huge distraction.
3. Outsource to Google. Basically this would be giving up. Not much worse for employee morale. And what happens to all the employees replaced by Google? Pink slips?

The News Corp. thing is okay, except it will probably massively overvalue MySpace. It's obvious to everyone under 25-30 that Facebook is far superior to MySpace. Frankly I think MySpace started it's decline in 2007. And what's so great about MySpace anyway? Google themselves complain about the advertising revenue from it.

Yahoo is simply in a very tough spot.]]> Sun, 17 Feb 2008 12:37:29 -0500
That's funny in a search advertising context, since Yahoo's Search Advertising group isn't in the Valley either. They are in Burbank, CA (Southern Cal) -- the result of Yahoo's Overture acquisition.

Yahoo is in a no-win situation. All three major options are depressing to employees.

1. Microsoft buys Yahoo. Ick. "Real" engineers hate Microsoft.
2. All deals fall apart. Stock slides back to 18 or so. Shareholder lawsuits filed. Believe me, Yahoo employees don't care about the stock's "upside". They want the highest price for their options, now. Plus the lawsuits would be a huge distraction.
3. Outsource to Google. Basically this would be giving up. Not much worse for employee morale. And what happens to all the employees replaced by Google? Pink slips?

The News Corp. thing is okay, except it will probably massively overvalue MySpace. It's obvious to everyone under 25-30 that Facebook is far superior to MySpace. Frankly I think MySpace started it's decline in 2007. And what's so great about MySpace anyway? Google themselves complain about the advertising revenue from it.

Yahoo is simply in a very tough spot.]]> http://seekingalpha.com/article/64469-stocks-furthest-above-below-their-50-dmas?source=feed#comment-116091 116091 Wed, 13 Feb 2008 11:42:53 -0500 http://seekingalpha.com/article/64250-microsoft-should-call-yahoo-s-bluff-and-refuse-to-raise-its-bid?source=feed#comment-115947 115947
I do agree that $34/share is a fair price. In the long run MS would be better off paying $34/share amicably than dragging out a boardroom war.]]> Tue, 12 Feb 2008 14:14:17 -0500
I do agree that $34/share is a fair price. In the long run MS would be better off paying $34/share amicably than dragging out a boardroom war.]]> http://seekingalpha.com/article/64250-microsoft-should-call-yahoo-s-bluff-and-refuse-to-raise-its-bid?source=feed#comment-115909 115909
Hasn't anyone ever tried to buy something that is NOT for sale? Say you go to a garage sale and the guy has something in his garage you want. It's not for sale. You make an offer anyway. It is refused. You up your offer. Are you bidding "against yourself"? NO! You are simply trying to buy something that does not have a sale price. How is this any different?]]> Tue, 12 Feb 2008 12:12:15 -0500
Hasn't anyone ever tried to buy something that is NOT for sale? Say you go to a garage sale and the guy has something in his garage you want. It's not for sale. You make an offer anyway. It is refused. You up your offer. Are you bidding "against yourself"? NO! You are simply trying to buy something that does not have a sale price. How is this any different?]]> http://seekingalpha.com/article/58817-13-predictions-for-2008?source=feed#comment-107828 107828
I can't count how many stories I've seen on the Internet of people that plan to vote for the first time specifically for Ron Paul. Many tales are out there of "selling your soul", i.e. registering Republican, just to vote for Dr. Paul.

The simple truth is that very few politicians understand economics. To them it is purely about taxes. Ironic that no Democrats understand inflation, since inflation is essentially a targeted tax on the poor.

The milk-for-$6 prediction is exactly right. I'm sure the 2008 candidates will be making a big deal out of the cost of milk and bread as the election draws nearer. They'll probably think that Congress can do something about it. Maybe they'll start sending out more food stamps. Yeah right. The only thing Congress can do is to start overseeing the Fed -- a job they've ignored for 90 years.]]> Wed, 02 Jan 2008 12:39:22 -0500
I can't count how many stories I've seen on the Internet of people that plan to vote for the first time specifically for Ron Paul. Many tales are out there of "selling your soul", i.e. registering Republican, just to vote for Dr. Paul.

The simple truth is that very few politicians understand economics. To them it is purely about taxes. Ironic that no Democrats understand inflation, since inflation is essentially a targeted tax on the poor.

The milk-for-$6 prediction is exactly right. I'm sure the 2008 candidates will be making a big deal out of the cost of milk and bread as the election draws nearer. They'll probably think that Congress can do something about it. Maybe they'll start sending out more food stamps. Yeah right. The only thing Congress can do is to start overseeing the Fed -- a job they've ignored for 90 years.]]> http://seekingalpha.com/article/57962-did-fcc-commissioner-drop-hints-on-sirius-xm-merger?source=feed#comment-106241 106241 Thu, 20 Dec 2007 11:46:09 -0500 http://seekingalpha.com/article/57747-ldk-found-error-free-rises-30-where-is-the-solar-rally?source=feed#comment-106139 106139
I'll be backing up the truck, poised for a big 2008 gain!]]> Wed, 19 Dec 2007 19:45:16 -0500
I'll be backing up the truck, poised for a big 2008 gain!]]> http://seekingalpha.com/article/57828-give-troubled-borrowers-cash-greenspan?source=feed#comment-106095 106095
Where does this cash come from? I guess it's a *slight* improvement if people get cash first instead of Fed -> Big Banks but whatever happened to personal responsibility? Oh yeah it died with FDR.]]> Wed, 19 Dec 2007 14:56:56 -0500
Where does this cash come from? I guess it's a *slight* improvement if people get cash first instead of Fed -> Big Banks but whatever happened to personal responsibility? Oh yeah it died with FDR.]]> http://seekingalpha.com/article/57431-a-smorgasbord-of-tech-bargains-barron-s?source=feed#comment-105567 105567 Sun, 16 Dec 2007 12:18:01 -0500 http://seekingalpha.com/article/57100-united-online-cancels-classmates-ipo?source=feed#comment-105027 105027 Wed, 12 Dec 2007 12:45:08 -0500 http://seekingalpha.com/article/56902-waiting-for-dell-s-ipod-moment?source=feed#comment-104891 104891
Dell is tied to Microsoft on the software side. Windows is simply crap. You can dress up the hardware all you want but in the end it is still running crappy Windows.

If you want an "iPod moment" from Dell they need to take a hard look at breaking the status quo. Perhaps Dell could help out with improvements in Ubuntu Linux and start pushing that heavily on their gear. Just one idea, but they won't do anything like this because they have no guts.]]> Tue, 11 Dec 2007 12:02:05 -0500
Dell is tied to Microsoft on the software side. Windows is simply crap. You can dress up the hardware all you want but in the end it is still running crappy Windows.

If you want an "iPod moment" from Dell they need to take a hard look at breaking the status quo. Perhaps Dell could help out with improvements in Ubuntu Linux and start pushing that heavily on their gear. Just one idea, but they won't do anything like this because they have no guts.]]> http://seekingalpha.com/article/54905-is-google-the-most-basic-element-of-internet-life?source=feed#comment-102557 102557
I'm aware of very little that Google does exclusively. They are a great company, but I don't see how they are indispensable.]]> Tue, 20 Nov 2007 18:26:16 -0500
I'm aware of very little that Google does exclusively. They are a great company, but I don't see how they are indispensable.]]>