yhoo will announce layoffs this week during conf call

listen to the earnings call after the close on 1/29.

this is what the street has been waiting for at yhoo. a 10% - 20% cut.

re earnings, they will meet or beat. if they give good forward guidance and the market isn't selling off, yhoo should be up wed. morning.
 
oh, i probably shouldn't do this, going against my better judgement to make predictions.......but oh well....

tomm. after the bell in YHOO's earnings call they will not only announce a layoff but will also report a very strong Q4 and will raise guidance. yhoo shorts will be suprised on wed. morning.
 
If Yahoo decides to sell, I won't be surprised if a media company comes in to start a bidding war. Things could get interesting.
 
a P.E. firm was about to make a bid for yhoo this week as well.

this will come out soon in the press.

yhoo BOD won't let it go easily. it will have to go to a shareholder vote...and that won't happen until June, the next shareholder meeting. yhoo has a posion pill clause that triggers at 15% ownership., the corp. bylaws prevent any special shareholder meetings held outside the regularly scheduled annual meeting in June.

a good chance that yhoo ceo and BOD will try to negotiate with the PE firms, now seen as a white knight. even if msft ends up with yhoo in June, it will go for more then the 31 per share offer.

mark this post and come back in June.
 
Back
Top