Yahoo! Inc  (YHOO)     Rate YHOO  -  Discuss YHOO  -  Add to Watch List        

...if YHOO is to be acquired, that control premium (and cost savings due to synergies with the acquirer, etc.) needs to be added to this $15...YHOO is trading well above its industry according to its projected PE and PEG.  YHOO's projected PE is 35.9x while the industry (Internet Information Providers) is at 21.2x, implying a stock price of $11.70.  YHOO's PEG is 2.47 while the industry is at 1.83, implying a projected stock price of $14.62.  But if the market expectation is that YHOO will not get a deal done and be acquired, I believe that the stock will trade down to the $12 to $15. I kn

What's life like at Etsy, the Brooklyn-based, crafts-meet-the-Web startup? After reading new CTO Chad Dickerson's Twitter stream this week, it sounds pretty fun!

Dickerson, who left his job at Yahoo (YHOO) in July, recently moved to New York, and started at Etsy on Tuesday. His work-related tweets, so far:

See Also: Etsy Knits New Management Lineup: Swaps CEOs, Hires Yahoo Exec As CTO

Filed under: Google (GOOG), Microsoft (MSFT), Yahoo! (YHOO)

Yahoo! (NASDAQ: YHOO) yesterday posted its lowest price in nearly five years. The stock moved to $17.75, down from a 52-week high of $34.08.

The Wall Street Journal pushed the idea that this was an options play. "Trading in Yahoo options leapt to four times the normal level as investors picked up 168,000 calls that allow them to buy the company's stock." In other words, some traders are willing to gamble that the shares will go up.

But, they won't go up. There is growing evidence that marketers prefer search internet ads to display ad

Filed under: Microsoft (MSFT), Yahoo! (YHOO), Apple Inc (AAPL), Dell (DELL), McDonald's (MCD), Halliburton (HAL), Johnson and Johnson (JNJ), Money and Finance Today, Altria Group (MO), Boeing Co (BA), Charles Schwab Corp (SCHW), Research in Motion (RIMM), Oracle Corp (ORCL), QUALCOMM Inc (QCOM), Genentech Inc (DNA), Mexico, Freep't McMoRan Copper (FCX), Garmin Ltd (GRMN)

Imran Khan, analyst at J.P. Morgan, this morning issued a pair of cautionary reports on the prospects for Internet stocks, one focused on weak ad spending, the other addressing the impact of a stronger U.S. dollar.

In his piece on the outlook for ad spending, Khan noted that macro weakness has already “spilled into the Internet sector,” but that “the weakness became more pronounced in Q3 and is spreading to international markets.” He thinks the biggest hit will be in display advertising. “As advertisers become more conservative with their ad spend, we think that the long-tail advertisers wil

Filed under: Forecasts, Industry, Microsoft (MSFT), Yahoo! (YHOO), New York Times'A' (NYT)

New evidence shows that online advertisers are building their search engine marketing and moving away from big display ad investments. According to The Wall Street Journal, "Faced with a slowing economy, advertisers are sticking to what they view as the safest way to reach online customers directly: the plain text ads that appear on search-result pages."

To state the obvious, the news seems to be bad for Yahoo! (NASDAQ: YHOO), Microsoft (NASDAQ: MSFT), and AOL. These portals rely heavily on display ads