You don't sell a hot property like this. Disney or Comcast may make a play.
Ralpf, I doubt Disney or Comcast will take a stab on Yahoo. As a stand alone with Marissa I think they will do fine.
If you want to consider a takeover, I would put my money on GOOG first and the dumb MSFT next.
Buyout in two years.
Sentiment: Strong Buy
A company may come in and make an offer ex... Asian assets as they are hard to put a number on right now.
Maybe they're just waiting until Yahoo hits $30 again so that it's at the same price when Microsoft made its takeover offer.
Yahoo was around 18$ when MSFT made their offer.
I think you are right. Especially with all of the cash that Yahoo will have coming from its asian assets.