** Reply to message from Andrew Lentvorski <[EMAIL PROTECTED]> on Thu, 15 May 2008 14:33:42 -0700
> Um, what universe do *you* live in? Go take a look at what Icahn is and > does. > > Icahn doesn't care. Icahn falls into one of two camps: 1) bought a > bunch of stock on the advance information and is looking to cash on the > inflate from speculation or 2) already has a bunch of stock and sees no > other way out. He's probably mostly in category 2. that's what I figured and BTW, that MSFT junk was in response to a comment made to my comment about Microsoft losing money on everything outside of the Windows monopoly and who silly it was for stock holders to think there would be great value from selling out to Microsoft. I've not looked at what Icahn does or has does but I figure he does this kind of thing all the time. Maybe existing YHOO shareholders have little say if he can purchase over 50% stake. It doesn't matter since I was commenting on his letter was mentioned shareholder value. > It's not unless you actually believe that Yahoo stock is going to > somehow get back up to $40 per share. That just isn't going to happen. What crystal ball have you got? > People don't > use Google because it's better than Yahoo. People use Google/Yahoo/MSN > because they got used to it. Making more than incremental changes in > that now requires lots of monetary outlay. I know a few who have and appreciated that I showed them how to set Google as their default search engine. I do accept that the ignorance of population is such that they take what's fed them and have no interest in changing what they "know". > In my opinion, even Google is highly overvalued; there's just nowhere > else for the money to go. they atleast show signs of coming out with new products and concepts outside of search and have actually made money off these. Unlike some other companies we know. Sure seems like a better place to point the money instead of toward dinosaur riding their moth eaten coattails of a bygone era. > Ballmer almost certainly predicted this. WTF, there's no "almost", he said it in Feb 2008 only then it was Microsoft behind the potential proxy fight. A and B are obvious just from watching press coverage of this: http://valleywag.com/358661/ballmer-remains-the-underdog-in-yahoo-proxy-fight Doug -- KPLUG-List@kernel-panic.org http://www.kernel-panic.org/cgi-bin/mailman/listinfo/kplug-list
