[Colonial Numismatics] Yahoo in Business Week Pubblico Deposited

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  • From CNLF@Comcast.net Wed Jun 27 10:58:45 2007
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    Subject: Re: [Colonial Numismatics] Yahoo in Business Week
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    Hello again, all --

    Actually, however, I have done quite well investmest-wise
    purchasing distressed securities. Mirant for example. However,
    the decision to do so was based, in all cases, on my assessment
    of the real future of such operations based on the market
    situations and public perception of that market. I anticipate in
    the Yahoo case that the end result will be a buy out by a firm
    with deep pockets and the management acumen to sort out the dead
    wood. Otherwise it may go into Chapter 11 bankruptcy the
    results of which could be very profitable for investors.

    So -- the Yahoo situation is a mixed bag. In the case of
    Chapter 11 it might be a profitable investment, but in the case
    of a buyout -- the time for purchase is now BUT the market
    situation for dot.coms is once again becoming marginal so I would
    NOT make a buy recommendation.

    The Business Week information that I posted was for the benefit
    of those who seemed to consider my comments about Yahoo as some
    sort of joke requiring sarcastic response rather that the result
    of serious consideration of the events that have transpired over
    the past years and their effects on the eGroups. The cumulative
    effect on all of Yahoo has been a large reduction in advertising
    income coupled with a payment of over $ 11+ million/year to a
    non-technical CEO.

    Like the defunct Apple/Pepsi deal of some years back -- Jobs'
    mistake of bringing a "sugar water" executive on board..

    Jim/CNLF

    ======================================

    JCSpilman/iMAC/HOME wrote:

    > Strictly Informational
    >
    > CMcdon0923@aol.com wrote:
    >
    >> So I take it you're not giving us a BUY recommendation ???
    >>
    >> Hi all --
    >>
    >> The current issue of Business Week (July 7, 2007)
    >> contains on pages 35
    >> and 36 a review and analysis of the problems at
    >> Yahoo that have led to
    >> the current state of affairs and existential
    >> crisis.
    >>
    >> To see a video profile of ex-CEO Terry Semel just
    >> prior to his
    >> resignation last week, go to:
    >>
    >> http://businessweek.com/go/tv/semel
    >>
    >> A buyout is probably their only salvation, but with
    >> the severe
    >> attrition of technical personnel, even that will be
    >> problematical.
    >>
    >> Jim/CNLF
    >>
    >> --------------------------------------------------------------
    >> See what's free at AOL.com.
    >

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    Hello again, all  --
    <p>Actually, however, I have done quite well investmest-wise purchasing
    distressed securities. Mirant for example.  However, the decision
    to do so was based, in all cases, on my assessment of  the real future
    of such operations based on the market situations and public perception
    of that market.  I anticipate in the Yahoo case that the end result
    will be a buy out by a firm with deep pockets and the management acumen
    to sort out the dead wood.  Otherwise it may go into Chapter 11 
    bankruptcy the results of which could be very profitable for investors.
    <p>So -- the Yahoo situation is a mixed bag.   In the case of
    Chapter 11 it might be a profitable investment,  but in the case of
    a buyout --  the time for purchase is now BUT the market situation
    for dot.coms is once again becoming marginal so I would NOT make a buy
    recommendation.
    <p>The Business Week information that I posted was for the benefit of those
    who seemed to consider my comments about Yahoo as some sort of joke requiring
    sarcastic response rather that the result of serious consideration of the
    events that have transpired over the past years and their effects on the
    eGroups.  The cumulative effect on all of Yahoo has been a large reduction
    in advertising income coupled with a payment of over $ 11+ million/year
    to a non-technical CEO.
    <p>Like the defunct Apple/Pepsi deal of some years back --  Jobs'
    mistake of bringing a "sugar water" executive on board..
    <p>Jim/CNLF
    <p>======================================
    <p>JCSpilman/iMAC/HOME wrote:
    <blockquote TYPE=CITE><b><font color="#FF0C14">Strictly Informational</font></b>
    <p>CMcdon0923@aol.com wrote:
    <blockquote TYPE=CITE> <font face="Arial"><font color="#000000"><font size=-1>So
    I take it you're not giving us a BUY recommendation ???</font></font></font>
    <blockquote
    style="PADDING-LEFT: 5px; MARGIN-LEFT: 5px; BORDER-LEFT: blue 2px solid"><font face="Georgia"><font color="#000000"><font size=-1>Hi
    all --</font></font></font>
    <p><font face="Georgia"><font color="#000000"><font size=-1>The current
    issue of Business Week (July 7, 2007) contains on pages 35</font></font></font>
    <br><font face="Georgia"><font color="#000000"><font size=-1>and 36 a review
    and analysis of the problems at Yahoo that have led to</font></font></font>
    <br><font face="Georgia"><font color="#000000"><font size=-1>the current
    state of affairs and existential crisis.</font></font></font>
    <p><font face="Georgia"><font color="#000000"><font size=-1>To see a video
    profile of ex-CEO Terry Semel just prior to his</font></font></font>
    <br><font face="Georgia"><font color="#000000"><font size=-1>resignation
    last week, go to:</font></font></font>
    <p><font face="Georgia"><font color="#000000"><font size=-1><a href="http://businessweek.com/go/tv/semel" title="http://businessweek.com/go/tv/semel">http://businessweek<wbr>.com/go/tv/<wbr>semel</a></font></font></font>
    <p><font face="Georgia"><font color="#000000"><font size=-1>A buyout is
    probably their only salvation, but with the severe</font></font></font>
    <br><font face="Georgia"><font color="#000000"><font size=-1>attrition
    of technical personnel, even that will be problematical.</font></font></font>
    <p><font face="Georgia"><font color="#000000"><font size=-1>Jim/CNLF</font></font></font></blockquote>

    <p>
    <hr style="MARGIN-TOP: 10px">See what's free at <a href="http://www.aol.com?ncid=AOLAOF00020000000503" title="http://www.aol.com?ncid=AOLAOF00020000000503" target="_blank">AOL.com</a>.<span width="1" style="color: white;"/></span></blockquote>
    </blockquote>

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URL di origine Data di pubblicazione
  • 2007-06-27
Volume
  • 1

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