Kara Swisher has been putting a negative spin of every piece she writes about Yahoo for years. Her lesbian lover works for Google and owns Google stock. Swisher has never uttered a negative word about Google. Swisher is clearly trying to manipulate Yahoo's stock to boost Google. Don't trust anything Kara Swisher writes or for that matter anything AllThingsD writes. AllThingsD is a second rate hack shop.
Mayer has not done one thing to build confidence for Yahoo shareholders. The only real move Mayer has made so far was to tell shareholders they might not get the $4.2B that was promised to them from the first Alibaba Group payment. If you don't know what you are going to do with the cash, why threaten to take it away from long suffering Yahoo shareholders? That's a bimbo move, Mayer.
The deal is done at $1.1 Billion. The Yahoo board will approve it on Sunday followed by an announcement on Monday. Yahoo will move up on the news.
Mayer needs to make it clear what plans she has for the $4.3B that was promised to Yahoo shareholders. Mayer stinks at PR.
I think we will see Swisher doing less Yahoo bashing now that Eric Jackson has shown Swisher's unfairness in reporting.
While Yahoo! JAPAN faces competition in this division from Japanese eCommerce giant Rakuten, we think that the firm will be able to capitalize on the increase in online spending by consumers. According to research firm Forrester, eCommerce sales are expected to grow over 50% from around JPY 4.9 trillion in 2012 to JPY 7.6 trillion in 2015.  This growth will translate to an increase in the transaction value on both Yahoo! Auctions and Shopping, making this segment an important driver of Yahoo! JAPAN's value.
We currently have a $14 price estimate for Yahoo! JAPAN, which is around 30% above the current market price. Yahoo owns 35% of Yahoo! Japan.
Marissa Mayer & David Karp will be on Squawk On The Street at 10 AM today.
Internet Services has received quite a bit of attention over the last few months on blogs and in the press and it deserves to. As the battle between mobile OS’s continues to heat up over the coming years, rolling out amazing Internet Services will become more important, not less. Apple is again taking a go slow and grind it out approach to these. MobileMe didn’t work. We’ll learn from that. Apple Maps didn’t work. We’ll learn from that. The thinking seems to be internally: we don’t need to be first to market with great services, we just need to get to market. Sadly though, consumers seem to be getting more and more impatient in waiting around for Apple. Google was never perfect out of the blocks with their Internet Services but they do seem to be on a roll lately. Apple does need more external talent with these skills injected into the organization. Yahoo (YHOO) could be a great fit and Marissa Mayer would be an ideal head of Apple mobile Internet Services. Mail, Flickr, and their core properties would fit very well into prominent positioning in iOS. As Mayer has been saying of late, the Yahoo properties map on very well to the top 10 list of activities of what people do most on mobile.
Sterne Agee’s Shaw Wu this morning reflects on rumors from Tuesday that Yahoo! (YHOO) may be seeking an expanded partnership with Apple, which he thinks makes sense given that “they battle a common competitor in Google (GOOG).”
“We believe progress is worth watching as industry data has shown that iOS is by far the best platform for mobile monetization. This could become an issue for GOOG as its ties with AAPL are cut.”
An alliance between Facebook and Yahoo! will pose a major threat to Google and stands to reorder the hierarchy of the world’s biggest technology companies.
Silicon Valley observers had speculated that Ms Mayer could throw Yahoo!’s lot in with Google, her former employer, but instead she and Ms Sandberg, who is also a former Google executive, are expected to use their combined might to launch a serious competitor.