Top 5%

barry_m

yhoo it's a good trade i think

Started May 05 at 6:30 ET (By barry_m)

Symbols: YHOO, GOOG, MSFT

i'm buying for 21$ per share

3 Comments

Top 98%

ramigabai

ramigabai

May 05 at 6:49 ET

YHOO was traded at 19$ before MSFT bidding - so I beleive it would be a good buy around 19/20.

Top 1%

blacktuna

blacktuna

May 05 at 9:00 ET

I beg to differ with both of you... I can't for the life me see where Yahoo's upside is. Let's look at Yahoo as a business:
1. Most revenue comes from Banners. Banner ad prices have been dropping for 5 years in a row.. simply because none of us click them.
2. Technology - when was Yahoo's last product bonanza? Notepad? dude - these guys are almost as bad as MSFT rolling out products.
3. where else is the money? search advertising. Google (GOOG) makes 40% more revenue per user than Yahoo does.. this was publicized recently when Yahoo wanted to turn over their search advertising to Google so they could generate enough revenue to combat Microsoft's possible takeover.. Google have a major technology and brand gain over Yahoo + they bought Double click so their reach is huge.. another battle Yahoo is about to loose..
so what's left? employees jumping ship for better jobs, disillusioned investors getting tired of waiting and a whole bunch of investors that were betting on a buyout and will be selling their stock soon.
Bad news all around people.. sometimes the best thing is to just move on..

Top 72%

arawak

arawak

May 05 at 2:46 ET

Agreed with the tuna. Good luck to Jerry executing his turnaround plan but the days of a catch-all web portal seem to be fading. The usefulness just isn't there compared to google's desktop apps and the like. Good luck to them but I'm not investing.

This post is more than 60 days old. Replying to it might be confusing for other members reading the discussion. By all means, keep the ball rolling and post a new opinion.