The new search partnership deal I think only YHOO wins; got the best of everything from search flexibility, msft is now responsible for the salesforce for Bing while YHOO gets a share of the revenue and YHOO will have independent search Gemini and most of all mobile search is YHOO's 100% own only. This is huge, except today market big down day today, YHOO no doubt will continue to climb to the $50's until buyout late this year.
You hear whining when YHOO is down. You won't hear it when YHOO is UP especially big. Whiners time to sell your YHOO shares and move on.
This is great news meaning they fully agree the new revised search partnership was beneficial to YHOO going forward.
YHOO will get double revenue from his search: one is from his revenue from stand alone YHOO only mobile search and another revenue from YHOO/MSFT partnership. Since AAPL safari is primarily interested in mobile, YHOO mobile search is perfect fit for AAPL safari. YHOO will continue to go higher baby until in the $50's then cruising until SpinCo and YJ stakes spin off late this year, yeah baby.
One thing for sure the new revised agreement is better than the original. YHOO can't win it all that is just the reality baby. I think this time the MSFT marketing department must produce better revenue.
EU anti-trust agency is clamping of GOOG search dominant in Europe so I think this is very good news to YHOO search in particular YHOO mobile search as well as YHOO/MSFT search partnership. By the way I think EU is also investigating GOOG android using it to sustain dominant in search.
Lately E Jackson article are not fair to YHOO so I think he will be bias negative in this regard to YHOO.
Mobile search is where is the money now and mobile is not part of the agreement. This is where a bulk of YHOO advertising revenue is coming now. I think this is also where a deal with AAPL will be in mobile. If so this is huge for YHOO going forward a better deal with MSFT and hopefully AAPL safari search deal.
After SpinCo and spun off of their 35% stakes in YJ, YHOO core will be bought out. YHOO clears out the path for MSFT easy takeover.
It could be a deal for AAPL safari in YHOO mobile search exclusively. I think YHOO mobile search is not part of MSFT/YHOO search partnership.
I don't agree with you about "MM is the worst CEO in the nation". In fact I am seeing MM as the "savior of YHOO". I also disagree with you having saying, "Yahoo Shareholders have no brains".
Very likely! Ken G even said they would spin off stakes in YJ to shareholders after the patent issue of "YHOO brand name" has been resolved.
I expect a buyout late Q4 only the Core and Tumblr. I think the 35% stakes in YJ will also be spun off to shareholders. I think making YHOO into three holdings will give us a higher valuation.
We have many traders here who wants quick bucks. I feel sorry for them because YHOO is not for traders. This stock is for investment from mid to long-term hold.