The Industry Standard - Yahoo!'s stock price to climb to $26 per share - Comments

YHOO down 4.72% today Looks

David Kuan — Wed, 23 Jul 2008 17:25:19 -0400

YHOO down 4.72% today Looks like easy money now.

@Shiv, yep! Here are the

David Kuan — Mon, 21 Jul 2008 16:17:29 -0400

@Shiv, yep! Here are the supporting links...
http://www.alleyinsider.com/2008/7/uh-oh-time-q2-looking-weak-for-yahoo-...
http://www.marketwatch.com/news/story/yahoo-icahn-peace-deal-highlights-...

Another potential sign for weaker Q2 report is the recent news in June of hiring freeze in force (http://www.alleyinsider.com/2008/6/the_yahoo_hiring_freeze_explained_yho...)

"Expected to report a weaker

Shiv Bhandari — Mon, 21 Jul 2008 12:03:06 -0400

"Expected to report a weaker than expected result"...hmm

Given the compromise reached

David Kuan — Mon, 21 Jul 2008 11:35:02 -0400

Given the compromise reached and the revised list of board nominees for vote at August 1 meeting, the likelihood of any new deals will not happen before August 2. This is almost a done deal (UNFAVORABLE judgement) as YHOO is expected to report a weaker than expected ($0.11/sh) result tomorrow.

YHOO continues the downward

David Kuan — Tue, 15 Jul 2008 13:47:26 -0400

YHOO continues the downward trend (approx 4% from yesterday's close). The only chance this prediction will come true is if Icahn has an overwelming win at the proxy vote (which is looking bleaker as each day passes).

YHOO down almost 5% after

David Kuan — Mon, 14 Jul 2008 11:23:43 -0400

YHOO down almost 5% after YHOO rejects MSFT/Icahn proposal over the weekend. Looking at the details as revealed in articles so far, I tend to side Yang and current board in the decision to reject the Friday proposal. I do see the offer being pro-MSFT and pro-Icahn more so than for YHOO shareholders. YHOO shareholder should be leary about Icahn running the rest of YHOO assets after the search asset goes to MSFT. This prediction is going to the wire, I think.

I seriously doubt YHOO will

David Kuan — Fri, 11 Jul 2008 09:45:43 -0400

I seriously doubt YHOO will break $26 in the prediction timeframe. Today it stands at a little over $23. The level of uncertainty that Icahn can successfully persuade the proxy vote in his facor is mounting. That reduces the possibility of Microsoft deals. Even if the outcome came out to Icahn's favor, deals discussion won't commence immediately.

It shot up to $24.64 today.

Eric Hill113600 — Tue, 08 Jul 2008 17:31:54 -0400

It shot up to $24.64 today. Thank you, Microsoft!

Breaking news: Microsoft

David Kuan — Wed, 02 Jul 2008 08:34:18 -0400

Breaking news: Microsoft seeks allies for new Yahoo move: report Pre-open trading shows YHOO up 6% to $21.50.

Now that YHOO has broken the

David Kuan — Tue, 01 Jul 2008 14:24:28 -0400

Now that YHOO has broken the $20 support level and without much positive news coming except for the dog-and-pony show to proof their case for rejecting MSFT bid prior to the Augst meeting, this stock isnt going to have much upward push. Shorts are having a field day.

@Garrick, disclosed so it

David Kuan — Tue, 24 Jun 2008 14:15:41 -0400

@Garrick, disclosed so it doesn't look like a pump and dump attempt.

This may be a tossup. The recent "development" might just be Icahn covering his bets (ala Gordon Gecko) Yet, with several senior execs leaving, Gates gone, current depressed YHOO pricing, it is prime for a more fruitful discussion/negotiation. Then again, who knows at this point? Perhaps, Yang or Ballmer or u? :)

David, your "full

Garrick Hileman932530 — Tue, 24 Jun 2008 14:02:05 -0400

David,

your "full disclosure" is appreciated, albeit unnecessary. No series C license needed to trade or SEC stockwatch cops in these parts ;)

Disclosure: I now have a

David Kuan — Tue, 24 Jun 2008 13:31:47 -0400

Disclosure: I now have a position on this

http://biz.yahoo.com/rb/080624/yahoo_microsoft.html?.v=2

Reuters
Microsoft, Yahoo buyout talks back on: report
Tuesday June 24, 1:19 pm ET

NEW YORK (Reuters) - Microsoft Corp (NasdaqGS:MSFT - News) is back in talks to buy out Yahoo Inc (NasdaqGS:YHOO - News), technology blog TechCrunch reported on Tuesday, citing multiple unnamed sources at both companies.
Both Microsoft and Yahoo declined comment.

"The information we have is thin, but what one source is saying that Microsoft is talking a price lower than the $33 they were offering when the talks disintegrated in May," the report said.

Yahoo shares rose 5.73 percent to $22.68 on the Nasdaq in afternoon trading.

(Reporting by Kenneth Li; Editing by Andre Grenon)

Lots of flurry of activites

David Kuan — Tue, 24 Jun 2008 13:19:19 -0400

Lots of flurry of activites in the last few minutes. Rumor is that MSFT and YHOO talk is back on. See http://news.cnet.com/8301-10784_3-9975467-7.html and http://www.techcrunch.com/

And the hits just keep on

Garrick Hileman932530 — Thu, 19 Jun 2008 17:55:21 -0400

And the hits just keep on coming...

http://www.techcrunch.com/2008/06/19/yahoos-executive-structure-crumbles...

And the tracking sheet for those of you keeping score:

http://www.techcrunch.com/2008/06/19/tracking-former-yahoo-execs-so-many...

Yahoo!'s stock price to climb to $26 per share

Garrick Hileman — Wed, 18 Jun 2008 14:32:50 -0400

Yahoo's stock (Ticker Symbol: YHOO) has been on a roller coaster these past few months.

Most recently, following news that Yahoo! had broken off merger talks with MSFT the stock plummeted to the $23 range, Carl Ichan is moving to replace Yahoo!'s Board of Directors at the company’s shareholder meeting set for August 1.

Ichan’s slate of directors would be more open to selling the company. This outcome could provide a boost to Yahoo’s stock.

This is a prediction that Yahoo!’s stock price will reach $26 per share on or before August 2nd. The stock does not have to close at $26 per share; it can reach the $26 figure during intraday trading.