RagnBull, I agree with this scenario,and even think a little less of it. Starwave does not produce its own content,but content for the media giant. So how can they compare Starwave to someone like CNET,which produces its own content,and has its own internal development such.
And by the way, they are only really loaning Starwave to Seek,like me loaning you my baseball glove,and having the option to buy the whole damn team back.
But on the other hand this put YHOO in deep trouble,the big media companies are buying the landscape,and because of YHOO's price,no one can touch them. So YHOO is caught in the own net of its stocks success.
It would be better if YHOO's stock was at 40,and someone bought a piece of them,and then the stock rocketed up,like CBS.
YHOO is in a catch-22 of its own making.
Hiram |
