Assuming they don't get bought out by MS, I'm starting to get the impression that Yahoo is almost a "dead technology". Microsoft does not want their technology only their audience. If MS does not buy them out, it seems like they are slowly withering on the vine. Is there anything to suggest Yahoo has any innovative ideas up their sleeve?
Yahoo stock will gain steam heading into the annual shareholder's meeting. Regardless of the looming Microsoft deal, the stock will raise to $25-26 heading into the meeting. Depending on control of the board after the meeting, the stock may approach $30. This has been a drawn out process with the Yahoo shareholder's wanting the deal done. The Yahoo board is simply holding out for a couple more dollars a share. Currentley the board is "willing" to reenter negotiations with Microsoft. I feel like the Yahoo board is giving into the Wall St pressure. Yahoo will be acquired by Microsoft in the n...
Yahoo stock will gain steam heading into the annual shareholder's meeting. Regardless of the looming Microsoft deal, the stock will raise to $25-26 heading into the meeting. Depending on control of the board after the meeting, the stock may approach $30. This has been a drawn out process with the Yahoo shareholder's wanting the deal done. The Yahoo board is simply holding out for a couple more dollars a share. Currentley the board is "willing" to reenter negotiations with Microsoft. I feel like the Yahoo board is giving into the Wall St pressure. Yahoo will be acquired by Microsoft in the n...
Yahoo stock will gain steam heading into the annual shareholder's meeting. Regardless of the looming Microsoft deal, the stock will raise to $25-26 heading into the meeting. Depending on control of the board after the meeting, the stock may approach $30. This has been a drawn out process with the Yahoo shareholder's wanting the deal done. The Yahoo board is simply holding out for a couple more dollars a share. Currentley the board is "willing" to reenter negotiations with Microsoft. I feel like the Yahoo board is giving into the Wall St pressure. Yahoo will be acquired by Microsoft in the n...
TheStreet.com's Jim Cramer says the slide has to end somewhere -- eventually, we'll see a bid.
Is someone having a margin call? That's what I keep thinking as I watch the sickening slide in Motorola's (NYSE: MOT) (Cramer's Take) stock. How can Motorola go down so much? This is a company ...
I still think there is significant upside to Yahoo, and that $50 is still a reasonable target before the end of 2009. But, interference from Icahnn and other shenanigans might get in the way, so I'm downgrading this to a Hold. If the corporate raiders get a hold of this company, it's all over.
Yahoo is #2 in so very many places, and is profitable, and still has enough internal talent in the trenches to make a real difference. Now if only the people at the top would let them do it.
Yahoo! has lost a lot in recent times and the offer from Microsoft appears to spook Yahoo. It was clear to people that the Yahoo CEO didn't sell to MS because of personal egotism and that he didn't have a better offer for Yahoo. Yahoo should have seen it coming four to quarters ago as Google has been consolidating its position slowly. Google didn't reach its position of pre-eminence overnight. It climbed there slowly. Yahoo's problems aren't going away all of a sudden right now. They have spurned MS and then Icahn is hell-bent on throwing out the Yahoo board and then there are other shareho...
Too many parties have too much to lose to let this one go through without a fight, TheStreet.com's Jim Cramer says.
No, it is not over. If there is one thing we have learned about Sirius (NASDAQ: SIRI) (Cramer's Take)-XM (NASDAQ: XMSR) (Cramer's Take), it is that at every step of the way, people have to try to block it or at least hold it up to the point that someone goes out of b...
6/13 - "Imran Khan, J.P. Morgan: “We think that Google is the big winner in this deal. We think Google will benefit in 3 key ways: 1) we think Google will gain ~$90M in net revenue from the outsourced Yahoo! search, 2) Google could gain an additional $182M in F09 net revenue through migration of some of Yahoo!’s affiliate network to the Google platform, and 3) Google could get an additional $288M in F09 revenue if RPS [revenue per search] grows 3% from the increased volume. In sum, we think Google could increase its F09 revenue by ~$560M and its EPS by ~$1.31.”
Ross Sander, RBC Capital: “G...
6/13 - "Yahoo! sees the (Google) deal adding as much as $800 million in annual revenue, with as much as $250 million to $450 million in incremental operating cash flow...It's a smart financial move, but it moves Yahoo! another rung lower on the ladder of relevance. Yahoo! has the option of running its own ads, but why should it? Once investors taste what's possible under Google, they'll wonder why Yahoo! didn't break the emergency glass sooner."
"Yahoo! has tapped its balance sheet in acquiring display-advertising upstarts, an area that isn't as lucrative as paid search but is well suited ...
Yahoo (YHOO) is interesting company. Check out UndervaluedSecurities.com : Despite all the focus on Microsoft and Yahoo deal, people mostly have overlooked that Yahoo is still a profitable and growing online media company that owns big stakes in various Asia Pacific's biggest most promising internet companies like Alibaba and GMarket. YHOO has its flaws and weaknesses especially in its search engine and ads engine. But overall, YHOO is still a better value than Google (GOOG); and there are many interested parties (especially the hedge fund managers like Carl Icahn, Paulson, Boone Pic...
"Every once in a while, an opportunity comes along that makes us take a second look -- and one such opportunity is Yahoo (NASDAQ: YHOO)," says Brandon Clay and Ron Rowland.
In their top-notch, Invest with an Edge, they note, "The proposed Microsoft deal may be over, but don’t expect it to be the last." Here, he speculates on what may lay ahead for the company.
"In February, Microsoft made an unsolicited offer to buy Yahoo for $44.6 billion in cash and stock. The market expected the deal to go through and the stock shot up 47.9%. What was a beat-down tech company suddenly sprang to life again
Recap of CNBC's Fast Money, Wednesday May 7. Click on a stock ticker for more analysis.
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Financial Select Sector SPDR (XLF), Fannie Mae (FNM), Freddie Mac (FRE)
An announcement from the Securities and Exchange Commission that investment banks will have to disclose more information about their assets was an excuse for a selloff in financials, said Karen Finerman. Adami noted 1410 is a resistance point for the Dow and Macke said financials needed to drop anyway. Najarian noted XLF fell after reaching $27, and FNM and FRE gave back their gains from yesterday. Finerman would sit on
Yahoo re-org... gimme a break!
- guys, check this out:
Yahoo is planing a re-org and they are doing it like the mean team of talents that they are. The company is creating three new t...
MSFT withdrew YHOO offer!!!
- Oh no - or oh yes?
Microsoft has walked away from YHOO offer - I don't think they're bluffin'
http://www.techcrunch.com/2008/05/03/breaking-micro