I just heard on the radio that Yahoo is going to be up for sale. What's the word from the inside? Who will buy it? I can see both Microsoft and Google biting. But what if AOL or say... Amazon got in on it?
They still have a $34B market cap. The few that can afford them don't want them. It's probably not going to happen. Twitter though....
Well the overwhelming majority of their value is the Alibaba stake, right? Is that part for sale? The rest of it is pretty affordable
No internal official announcements, no unofficial announcements either.
This is juicy. Keep us posted!
Value of Alibaba shares at current pride (untaxed) is $31B. Yahoo Japan is worth $8.5B untaxed. Market cap = $34B. Most analysts are saying core biz is worth $4-5B on a standalone basis. When the sum of the parts is worth way more than the whole, it makes sense to sell the parts. Especially when growth opportunity is basically non-existent (at least from outside perspective)
Too bad for Yahoo Ballmer isn't still CEO
Well how can you sell it part by part. Each part use some tech of another part and they all use platforms. Grid Internal cloud etc. it's practically impossible to separate parts and sell them IMHO.
Rumors are still piling up... Nothing internally?
my uninformed guess is that BABA will buy back their shares (AABA), someone will buy the rest for the YJ shares and the IP. waiting for announcements...
Total bs. Wall Street is leveraging the media to run a page out of their playbook. They want their Alibaba $ and don't like our plan so they're playing dirty. I wish we could talk publicly about what's really going on but we can't and Starboard et al know it and use that to their advantage.
Why can't you talk publicly about it? I feel like Facebook goes public with its features as fast as possible. Let me guess, you're adding an AI layer to a consumer product on mobile in the _________ space
Will definitely not be sold, at least not any time soon. Alibaba shares spinoff will most likely happen regardless of IRS ruling. There's already a chosen CEO and board for Aabaco Holdings.
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Not google. Maybe msft