Comments on: Yahoo was too greedy http://www.1stMillionAt33.com/2008/05/yahoo-was-too-greedy/ A site to share my tips, tools, and humble thoughts on the journey to wealth Sun, 02 Oct 2011 19:26:45 +0000 hourly 1 http://wordpress.org/?v=abc By: James http://www.1stMillionAt33.com/2008/05/yahoo-was-too-greedy/comment-page-1/#comment-4182 James Wed, 07 May 2008 06:20:44 +0000 http://www.1stMillionAt33.com/2008/05/yahoo-was-too-greedy/#comment-4182 This is a classic problem of anchoring. The CEO of yahoo failed to realize that his company was only worth what someone was willing to pay for it. I honestly think that Yang's actions in this regard are indicative of the quality of the management he brings to YHOO shareholders. Now, Yahoo does a lot of things right - for example yahoo finance is very useful, however its not clear to me that the rest of the company works as well as their finance applications. This is just the latest symptom. If I were into shorting stocks, I'd short YHOO. This is a classic problem of anchoring. The CEO of yahoo failed to realize that his company was only worth what someone was willing to pay for it. I honestly think that Yang’s actions in this regard are indicative of the quality of the management he brings to YHOO shareholders.

Now, Yahoo does a lot of things right – for example yahoo finance is very useful, however its not clear to me that the rest of the company works as well as their finance applications. This is just the latest symptom. If I were into shorting stocks, I’d short YHOO.

]]> By: Roger http://www.1stMillionAt33.com/2008/05/yahoo-was-too-greedy/comment-page-1/#comment-4173 Roger Tue, 06 May 2008 08:49:13 +0000 http://www.1stMillionAt33.com/2008/05/yahoo-was-too-greedy/#comment-4173 I think you overestimate the attractiveness of Google to "the best employees" :-) <a href="http://www.valleywag.com" rel="nofollow">Valleywag</a> is a good site for following what goes on, with occasional too much puerile detail. You may consider Yahoo stagnant, but it is significantly harder for a company that is already very large and near the top of league tables to have large changes in market share and revenues. And it is still way ahead of Microsoft's position. On the technical side Microsoft and Yahoo have totally different values. Yahoo is very Unix (freebsd) centric. Microsoft had enough trouble with Hotmail and that was just one piece of functionality. Yahoo also has video, commerce, search, portal, personals, maps and a long list of other stuff in addition to email. Basically being bought by Microsoft could only result in removal of what made Yahoo Yahoo. I think you overestimate the attractiveness of Google to “the best employees” :-) Valleywag is a good site for following what goes on, with occasional too much puerile detail.

You may consider Yahoo stagnant, but it is significantly harder for a company that is already very large and near the top of league tables to have large changes in market share and revenues. And it is still way ahead of Microsoft’s position. On the technical side Microsoft and Yahoo have totally different values. Yahoo is very Unix (freebsd) centric. Microsoft had enough trouble with Hotmail and that was just one piece of functionality. Yahoo also has video, commerce, search, portal, personals, maps and a long list of other stuff in addition to email.

Basically being bought by Microsoft could only result in removal of what made Yahoo Yahoo.

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