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  • iuaccount123 iuaccount123 May 27, 2009 3:16 PM Flag

    the psychology behind her statement...

    If she weren't willing to sell for real rather than just posturing she wouldn't have said what she said for the simple reason that if Balmer counters--as he surely will--with a fair figure there's no way she'll be able to refuse it now without severely pissing off the shareholders far more than she ever has before making this statement, which finally puts her on record as being willing to sell.

    I'm amazed that the shares haven't leaped into the middle to high 15's by now. They will, and beyond that, as soon as her latest muscle-flexing statement is followed up by something more substantial. This is a day for YHOO longs to celebrate; it's taking the market awhile to absorb this subtle "news" but they will soon enough and then it will be too late. All aboard!

    Or maybe I'm just full of shit.

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