Morgan Stanley and Credit Suisse to assist with the offering. That's what coldone said months ago.
Your figures are good. The facts you state are accurate. Yahoo is going much higher. The later the Alibaba IPO is, the more yahoo will get!
Alibaba could take up to 4 months to IPO after the announce. I expect an announcement at the end of this year too. Your logic is solid.
Coldone has to be an insider. His accuracy is uncanny. I'm glad he shares his brilliance with us.