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- From CNLF@Comcast.net Wed Jun 27 10:58:45 2007
Return-Path: <JCSpilman1@comcast.net> X-Sender: JCSpilman1@comcast.net X-Apparently-To: colonial-coins@yahoogroups.com Received: (qmail 34660 invoked from network); 27 Jun 2007 17:58:45 -0000 Received: from unknown (66.218.67.35) by m49.grp.scd.yahoo.com with QMQP; 27 Jun 2007 17:58:45 -0000 Received: from unknown (HELO sccrmhc14.comcast.net) (204.127.200.84) by mta9.grp.scd.yahoo.com with SMTP; 27 Jun 2007 17:58:45 -0000 Received: from comcast.net (c-68-62-208-189.hsd1.al.comcast.net[68.62.208.189]) by comcast.net (sccrmhc14) with SMTP id <20070627170549014004u34be>; Wed, 27 Jun 2007 17:05:49 +0000 Message-ID: <468298E8.4B5E5E1F@Comcast.net> Date: Wed, 27 Jun 2007 12:05:44 -0500 Organization: HOME/iMac X-Mailer: Mozilla 4.75C-CCK-MCD {C-UDP; EBM-APPLE} (Macintosh; U; PPC) X-Accept-Language: en MIME-Version: 1.0 To: colonial-coins@yahoogroups.com References: <d45.c034d26.33b1be98@aol.com> <46806A9F.F6AD546@Comcast.net> Content-Type: multipart/alternative; boundary="------------2346D7D831D89211835C91E9" X-Originating-IP: 204.127.200.84 X-eGroups-Msg-Info: 1:0:0:0 X-eGroups-From: JCSpilman/iMAC/HOME <JCSpilman1@Comcast.net> From: JCSpilman/iMAC/HOME <CNLF@Comcast.net> Reply-To: JCSpilman1@Comcast.net Subject: Re: [Colonial Numismatics] Yahoo in Business Week X-Yahoo-Group-Post: member; u=166193415; y=K1hkH6bwQKAVR0TBeo-K8Vx_7L1jYd4gcU_68nbjYkrv2Eez6_w X-Yahoo-Profile: shamus12017
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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
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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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<!doctype html public "-//w3c//dtd html 4.0 transitional//en"> <html> <body id="role_body" style="FONT-SIZE: 10pt; COLOR: #000000; FONT-FAMILY: Arial" bottomMargin="7" leftMargin="7" topMargin="7" rightMargin="7"> 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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