mgv11

Analyzing Four Futures for Yahoo

BigJames - Thank you for pointing to the omission on the valuation of their investments! I believe I had heard at one point Alibaba was what Microsoft really wanted. Maybe a sale to Microsoft and a dividend distribution, sounds like another option to me.

Analyzing Four Futures for Yahoo

I found this interesting, the whole premise behind this evaluation was based on what drove Yhoo to 18ish in the first place. Therefore I'm not sure any of this means anything. BUT, I realize we don't have anything to go on but Jerry's saying Yhoo is getting its act together and will be generating new sources of revenue and shareholder value. So, the real analysis that needs done is some insight into what Yhoo might be able to accompish on the upside, not trending what the past has already shown us.