Sunday, May 04, 2008 - Posts

A Yahoo run, or a run on YHOO?

Start watching for planted Media stories about a YHOO free-fall.

The only way to stop a run on YHOO is for someone to buy-up the YHOO shares as fast as they're dumped.

Jerry and David may need to invest a billion or two of their own money to save the day. A Second Act from the guys who began with one server and a little attitude and set to the task of indexing the World Wide Web.

Two seconds after the NASDX bell rings on Monday morning YHOO shares will drop $2, then all the talking begins...
posted Sunday, May 04, 2008 10:09 AM by paul with 0 Comments

Yahoo Prevails

Microsoft Withdraws Proposal to Acquire Yahoo!

Dear Jerry:
After over three months, we have reached the conclusion of the process regarding a possible combination of Microsoft and Yahoo!.
I first want to convey my personal thanks to you, your management team, and Yahoo!’s Board of Directors for your consideration of our proposal. I appreciate the time and attention all of you have given to this matter, and I especially appreciate the time that you have invested personally. I feel that our discussions this week have been particularly useful, providing me for the first time with real clarity on what is and is not possible.

This was a big failure for Microsoft PR as they fed often false information to blogs like Techcrunch, BoomTown and Silicon Alley Watcher.
Yahoo is still the number destination on the Web despite all the disparaging remarks by those blogs that sold their souls for an increase in Microsoft ad dollars.

On the other side of the world it's already Monday morning and Brokers who accumulated YHOO shares at the behest of Microsoft are dumping them. They may begin to buy them back if YHOO returnes to under $20 a share, but Steve Ballmer really should be focused on MSFT shareholder value.
posted Sunday, May 04, 2008 7:07 AM by paul with 0 Comments