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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: RockyBalboa who wrote (104217)	2/9/2008 1:57:22 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 306849

I'm not so sure about yahoo.... I understand your line of thinking for sure but the web2.0 companies almost without exception are content/community based. GOOG only has one of these- youtube. Yahoo is the (big) company who could win with communities... remember how they left facebook for dead a year or two ago. Facebook is worth 15 billion so its not like 40 billion for yahoo is a 2000 valuation or anything. With msft its pretty much a death sentence take the money and run kind of thing.

To: RockyBalboa who wrote (104217)	2/9/2008 2:31:40 PM
From: ChanceIs	Read Replies (1) \| Respond to of 306849

Did Yahoo hire the WCI management team???

To: RockyBalboa who wrote (104217)	2/9/2008 2:40:55 PM
From: ChanceIs	Read Replies (2) \| Respond to of 306849

RE: RATE...Yahoo...Microsoft I have been short RATE for a year. I don't know what is keeping it up. Barrons wrote excoriating articles about it that long ago. I see nothing strong about the fundamentals, and they only get worse. There is no "moat" (barrier to entry for competitors) around RATE, and the mortgage market is shrinking. Look at the origination volumes recently??? (Barrons also nailed DSL right on 18 months ago, and we finally got our crash and burn - although that puppy has rallied recently.) But speaking of Barrons, the Jeremy Grantham interview (I posted some of it earlier) had something to say about Yahoo and Microsoft. It wasn't kind (see below). I can't speak to either of their businesses except that VISTA was bad for me for a while. If what Grantham says about Yahoo and Microsoft is true, wouldn't it apply 10X to RATE??? ______________ Barrons: What about the deal market, will that provide any lift to stocks? Microsoft's bid for Yahoo! hasn't done much for the market. Grantham: You might say that is a company in serious trouble being acquired by a company that is worried, maybe desperate. And that doesn't sound like a very strong deal to anybody.

To: RockyBalboa who wrote (104217)	4/4/2008 4:37:46 PM
From: RockyBalboa	Respond to of 306849

Microsoft and Yahoo meet again, then walk away By Yi-Wyn Yen Yahoo and Microsoft executives have reached an impasse. Executives from both sides met this week near Yahoo’s headquarters in Sunnyvale, Calif., but failed to reach an agreement, according to a Wall Street Journal report. This is just the second time the two have met since Yahoo (YHOO) rejected Microsoft’s $45 billion cash-and-stock offer in February. Microsoft’s dropping share price has pushed the value of its original offer of $31 a share to roughly $29. Yahoo thinks that’s too low, and Microsoft (MSFT) thinks the deal’s fair. Yahoo’s stock traded at $27.89 in mid-day trading Friday. Some industry watchers believe the magic number in order for the deal to get done quickly is $34 a share. Citigroup analyst Mark Mahaney has repeatedly stated that a merger is likely at that offer. “We believe buying Yahoo shares here provides an attractive return,” Mahaney wrote in a recent report. More talks between the two companies are unlikely before Yahoo reports its first-quarter earnings on April 22. Last month Yahoo executives including CEO Jerry Yang and president Sue Decker went on a weeklong roadshow to present to major investors on the company’s 2008 outlook. All Things D’s Kara Swisher reported that Yahoo’s institutional investors weren’t impressed.