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10 pts

Opinion on  Yahoo! Inc (YHOO)     Sector: Technology  >  Industry: Computer Services
Google deal will be good, China investments will be better

Oct 02, 2008 07:29 PM UTC
Anything
Return Risk
+17.96% MID
Associate

Look for Yahoo to be acquired by MSFT for > $23.00 per share, possibly as high as $30 in the next 12 months. Yahoo still a very valuable and capable franchise under new management. They can derive extra income by tapping some of Google's advertising expertise, meanwhile the company owns precious assets in China's burgeoning market. I realize China investments aren't as newsworthy as they were a year ago, but Chinese internet development will still rocket upwards in all economic winds. Microsoft needs to own Yahoo's search market share, if it doesn't, it risks becoming a real zero in the tech world. It may end up being that way anyway, but they at least have to go down fighting in my opinion.


YHOO:  This call was made on 10/02/08 @ $16.04
Rating:   Positive   $16.04 (10/02/08)
Gain/Loss:   -41.77% in 49 days
Target:   $23.00 (+43.39%) in > one year


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