Ha, I was thinking the same. Yhoo's balance sheet just got pumped by 35% of 15% of 23B....on a day when it dropped 3% after beating the "A" nalysts' estimates. And Alibaba's growth is off the charts too. So what if it is going to take the lovely Marissa a few quarters to get the growth really rolling. They are still printing money with no debt. And there is enough growth story in the two Asian assets to make yhoo a steal at less than 25. I've been a long term holder and things are finally shaping up for this company, imo.