YJ shares bumped up recently added another $3B (USB) on YHOO stakes. I think Ken Goldman watching this trend very carefully and ready to advise MM what to do to their 35% stakes. I think the market value is about $10B (1.12 outstanding shares, $8 per YHOO share) before taxes without tack in premium. What is total benefits of these Asian assets to YHOO.
What is amazing is that it is growing big everyday.