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1.  Re: DOJ approval? 
<<...investors realize there are few short term benefits.>> We know that MSFT's option to license YHOO's patents expires six months from the Commencement Date.I expect...
Business & Finance > Investments > Stocks (A to Z) > Stocks Y  >  Yahoo! Inc. (YHOO)
  argent_a_bend_g...   9-Feb-10 11:54 am
 
2.  Re: One thing we should know in the next few days... 
I disagree. Yes, since he resigned his directorship and went under 5% ownership he can sell at anytime. But did he sell or not? If his YHOO stake has not decreased much since his last...
Business & Finance > Investments > Stocks (A to Z) > Stocks Y  >  Yahoo! Inc. (YHOO)
  argent_a_bend_g...   9-Feb-10 11:04 am
 
3.  Re: One thing we should know in the next few days... 
If Icahn still has a large position I'd consider that bullish.
Business & Finance > Investments > Stocks (A to Z) > Stocks Y  >  Yahoo! Inc. (YHOO)
  argent_a_bend_g...   9-Feb-10 10:19 am
 
4.  One thing we should know in the next few days... 
...is if Icahn is still holding any YHOO, which he must disclose with his quarterly filing statement .
Business & Finance > Investments > Stocks (A to Z) > Stocks Y  >  Yahoo! Inc. (YHOO)
  argent_a_bend_g...   9-Feb-10 10:02 am
 
5.  Re: Monster To Buy Yahoo HotJobs For $225 Million In Cash 
Wow, Rafat Ali must feel stupid.
Business & Finance > Investments > Stocks (A to Z) > Stocks Y  >  Yahoo! Inc. (YHOO)
  argent_a_bend_g...   3-Feb-10 04:26 pm
 
6.  Re: $1.49 Day....... 
Hotmodel, I've never agreed that YHOO caved on MSFT's threat to run YHOO search into the ground. YHOO's leverage has always been (a) patents, and (b) that MSFT can't get to the...
Business & Finance > Investments > Stocks (A to Z) > Stocks Y  >  Yahoo! Inc. (YHOO)
  argent_a_bend_g...   3-Feb-10 02:46 pm
 
7.  Re: $1.49 Day....... 
I agree that folks are underestimating the potential move on approval or soon thereafter. The market has mostly baked in approval of the Deal and the savings YHOO will...
Business & Finance > Investments > Stocks (A to Z) > Stocks Y  >  Yahoo! Inc. (YHOO)
  argent_a_bend_g...   3-Feb-10 01:23 pm
 
8.  Commencement of the Deal now in sight... 
...imo. * Yusuf Mehdi gives Reuters interview, appearing confident Deal will be approved. Of course, MSFT and YHOO have always been confident of approval ...but why did Mehdi agree to do...
Business & Finance > Investments > Stocks (A to Z) > Stocks Y  >  Yahoo! Inc. (YHOO)
  argent_a_bend_g...   3-Feb-10 10:17 am
 
9.  Re: BING will be profitable ( with YHOO ) 
Here's the full interview: http://www.reuters. com/article/idUSTRE60S2RW20100203?type=technologyN ews%3FfeedType%3DRSS&feedName=technologyNews&utm_s ource=feedburner&utm_medium=feed&utm_campaign=Feed %3A+reuters%2FtechnologyNews+%28News...
Business & Finance > Investments > Stocks (A to Z) > Stocks Y  >  Yahoo! Inc. (YHOO)
  argent_a_bend_g...   3-Feb-10 09:20 am
 
10.  Re: Bartz 20 day $10 million challenge 
"Let's give that $700M a Google PE of 17...11.9B to market cap." But YHOO will command much more than a 17 PE if growth starts accelerating. GOOG is actually decelerating right now...
Business & Finance > Investments > Stocks (A to Z) > Stocks Y  >  Yahoo! Inc. (YHOO)
  argent_a_bend_g...   2-Feb-10 09:04 pm
 
11.  Re: Bartz 20 day $10 million challenge 
<<The best way to look at it is diddly for growth, diddly for licensing, diddly for selling divisions so when/if they do better then one can build faith instead of it...
Business & Finance > Investments > Stocks (A to Z) > Stocks Y  >  Yahoo! Inc. (YHOO)
  argent_a_bend_g...   2-Feb-10 07:54 pm
 
12.  Re: Bartz 20 day $10 million challenge 
It will get there and higher by 2013. IMO. YHOO is in regulatory limbo right now and the stock is suffering. But after approval, we can expect clarity on Licensing revenue from MSFT (and...
Business & Finance > Investments > Stocks (A to Z) > Stocks Y  >  Yahoo! Inc. (YHOO)
  argent_a_bend_g...   2-Feb-10 04:37 pm
 
13.  Re: Bartz 20 day $10 million challenge 
"The rest of her options vest when the stock stays at $20.53 for 20 days." This is sloppy reporting, and wrong. Here's the vesting schedule right from Bartz's compensation...
Business & Finance > Investments > Stocks (A to Z) > Stocks Y  >  Yahoo! Inc. (YHOO)
  argent_a_bend_g...   2-Feb-10 04:21 pm
 
14.  Re: Carol Bartz??? 
Bartz's compensation package granted 5 million YHOO options at a strike price of $11.73. These vest incrementally as YHOO appreciates. In order for Bartz to earn the full allotment, YHOO...
Business & Finance > Investments > Stocks (A to Z) > Stocks Y  >  Yahoo! Inc. (YHOO)
  argent_a_bend_g...   30-Jan-10 02:02 pm
 
15.  Re: yahoo balance sheet - Height of Irony 
<<If I'm MSFT, a few months after this deal closes I start creating sites to compete with Yhoo and drive search traffic there. >> I expect MSFT will do this too. Or, just buy AOL. Maybe both. But...
Business & Finance > Investments > Stocks (A to Z) > Stocks Y  >  Yahoo! Inc. (YHOO)
  argent_a_bend_g...   30-Jan-10 01:46 pm
 
16.  Re: Question for the smart folks on this board 
Thanks. You're probably right.
Business & Finance > Investments > Stocks (A to Z) > Stocks Y  >  Yahoo! Inc. (YHOO)
  argent_a_bend_g...   28-Jan-10 11:24 am
 
17.  Re: Question for the smart folks on this board 
Thanks, Dr. Gloom. I agree. So does this mean you don't expect an FTC decision before the 3rd Roundtable in March?
Business & Finance > Investments > Stocks (A to Z) > Stocks Y  >  Yahoo! Inc. (YHOO)
  argent_a_bend_g...   28-Jan-10 10:11 am
 
18.  Re: Question for the smart folks on this board 
Thanks hotmodel. I don't think the RoundTable is about approving or disapproving the Deal, but it *is* about what privacy regulations internet...
Business & Finance > Investments > Stocks (A to Z) > Stocks Y  >  Yahoo! Inc. (YHOO)
  argent_a_bend_g...   28-Jan-10 09:39 am
 
19.  Question for the smart folks on this board 
Has anyone been following the FTC Roundtable series on Privacy? The 2nd Roundtable takes place today, while the third and final one is March 17th in Washington: http://www.ftc.gov/bcp...
Business & Finance > Investments > Stocks (A to Z) > Stocks Y  >  Yahoo! Inc. (YHOO)
  argent_a_bend_g...   28-Jan-10 08:45 am
 
20.  Re: Yahoo&&39;s new slogan..We were here. 
<<I am seriously saying that Yahoo gets paid nothing in dollars for selling ads for Microsoft sites.>> Utterly absurd. MSFT can't sell a single display ad on...
Business & Finance > Investments > Stocks (A to Z) > Stocks Y  >  Yahoo! Inc. (YHOO)
  argent_a_bend_g...   27-Jan-10 01:30 pm
 

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