If you are a long-term shareholder, how come you are not abreast or aware of terrible performance of these last 5 CEOs before MM, all five not internet savvy except Jerry Yang but the latter does not have management leadership experience.
I think this time, that Bing is doing good, (MSFT recent Q Report) gaining market shares, MM said by the end of the search partnership with MSFT, she will not extend this partnership. Then recently Nadella is talking about enhancing their service business and clouds, which I think he is mentioning the important of Bing search to MSFT going forward. Question now is that with this scenario, I think MSFT would not let anybody to take away this search business or even terminate this partnership. So it means buyout baby, yeah baby.
Just above $40 then hopefully we have official buyout announcement say from BABA, Softbank and MSFT in partnership that is BABA and Softbanks for YHOO's Asian assets and MSFT having YHOO's core. My surprise buyer will be AAPL.
Because Ichan Hedge Funds is buying millions YHOO shares that are currently available in the market. Just kidding, this is just a guess of course.
Surprise buyer if it will happen will be AAPL due to YHOO's extensive internet TV content.
I think any buyout scenario, MSFT will insist to be part of the deal. Why? MSFT/YHOO search partnership deal to be expired next year. Last MSFT Q report, it says that the search business contributed to the revenue big time. Bing increased its Comscore search market shares. I think MSFT would not let this thing go to others except them to own it. As you know, MM already said she is going not to extend their search partnership deal with MSFT. Buyout price range is $50 to $60 my personal opinion only.
Sentiment: Strong Buy
I think we start hearing market noises about YHOO buyout until BABA IPO. I think we will hearing all kinds buyout scenario going forward. If there is a YHOO buyout by then YHOO will be trading over $40 per share. My personal opinion if we have a buyout my price range offer will be between $50 to $60.
I think the markets start to feel a possible YHOO takeout after the BABA IPO. If this will happen, for sure we will market buyout noises in Wall Street going forward.
We have to watch Ichan Hedge Fund if they start accumulating YHOO shares then they will start their move of putting pressure to YHOO management for reform.
At that time their revenue is from negative revenue to low millions. This time FB is making $3B every quarter with unbelievable earnings. FB just started to grow and more to come baby that is whatsapp not tap yet, oculus just getting excited and the most near-term is Instegram just about to contribute profit wise to FB. NFLX is growing around the world with sustainable revenue and AMZN just the biggest e-commerce in North America and growing big time. Tech is superbly in good shape. Yeah biotech is suspect.
This is a different period now. The internet landscape today is very competitive. YHOO is no goog or FB. This is really perfect fit for BABA to launch their business expansion in North America and EU.
I think Buyout rumbling will start after BABA IPO.
Sentiment: Strong Buy
This is the wave of the future and YHOO is the first doing it yeah baby. AAPL could bite owning both hardware/software and internet contents.