闖蕩華爾街
有多少愛可以重來 有多少人值得等待 因我自橫刀向天笑 故我自立馬冷眼瞧
正文
06/24/2008：YHOO和MSFT相信台麵下早就達成協議了
看點：YHOO若與GOOG解約YHOO要賠$250M
這是個好看點，看莊家葫蘆裏的藥是怎樣用creative method解決的。
這個合同隻不過預估給YHOO帶來$800M的revenue，利潤是多少沒有發表，卻居然毀約費有$250M。
這個套真逼真。
關鍵時刻指數的燈塔：YHOO和MSFT在YHOO跌的稀裏嘩啦後又開談
哈哈，愚弄散戶和大眾真像小孩子過家家。前兩天Yang還假模假勢跑到國會去聽證，解釋YHOO和GOOG的deal。
這個大莊做的真是老鼻子了！YHOO/GOOG/MSFT三家都很聽話呀，哈哈！
http://finance.yahoo.com/tech-ticker/article/29529/Microsoft-and-Yahoo-in-Talks-Two-Sources-Say-'Buyout-Not-on-Table'?tickers=yhoo,msft
From Silicon Alley Insider, June 24, 2008:
Yahoo (YHOO) and Microsoft (MSFT) are talking again, say TechCrunch, CNET, and an SAI source.
TechCrunch's sources say the two are talking about a full buyout. One of our sources was highly skeptical of this. A second source said "TechCrunch is 1000% wrong."
CNET thinks they're talking about just a search deal (presumably the one Yahoo walked away from two weeks ago.) Our sources concur.
TechCrunch's Michael Arrington intelligently observes that Microsoft's "No Comment" is a change of position from yesterday.
Microsoft official comment is “no comment,” which actually contains more information than it appears to. For well over a month, Microsoft has officially been saying they’re no longer interested in Yahoo. They didn’t say that today.
If the companies are talking about a full buyout, it is almost certainly at a price lower than the $33 Microsoft offered a month or so ago. There is no reason on earth for Microsoft to pay that much now that reeling Yahoo has dropped to $21 again. Yahoo shareholders, in fact, would probably be grateful for $25.
昨晚看了一眼YHOO的走勢，YHOO JUL 22.50 call收盤$0.77， 想了想下了一個$0.70買進的單。這會一看，原來一大早就零零碎碎地迅速成交了。
好了，新的一輪消息遊戲就要開始了。
明天過了ET 2:15不管 FED的決定是什麽，大盤都要猛漲。華爾街有解釋權。YHOO已經給了信號。真要跌GOOG不會在目前的關鍵支撐線上在指數bottom fishing的時候表現這麽強。
YHOO和MSFT相信台麵下早就達成協議了
現在咋咋呼呼不過是煙幕彈掩人耳目罷了，目的是使主力在二級市場上多賣點選擇權，再多賺一點。
憑什麽真正的商業機密這麽一文不花地展現在大眾麵前？
YHOO在GOOG麵前根本就一文不值！MSFT看中的是YHOO的搜索業務，而兩年前YHOO的搜索引擎還是用的GOOG的。GOOG一家獨大了之後就抽樓板撂挑子了。
看著吧，YHOO就會被MSFT收購。YHOO的mail早就改版成outlook形式了，而且YHOO messenger早就和hotmail messenger互通了。
目前YHOO這個價位，可以全倉買入！Carl Icahn的一千萬股成本全在目前的價位之上，他那麽大嗓門天天在快活地嚷嚷，你怕什麽？
Buy and hold YHOO! It's a steal here!
Baller和Yang都是按照華爾街的劇本在演戲
Baller和Yang都是血氣方剛傲慢有誌的人，他們會這樣在媒體麵前好幾個月了一直這麽無聊地打毫無價值的口水仗？
他們都得聽華爾街的。否則，若MSFT想$35收購，華爾街可以把YHOO有零有整地炒上$40，若Yang不聽話，華爾街可以把YHOO弄到$20以下永遠不上來。
這種談判本來就是華爾街先牽的線，哪象過家家那麽簡單。
看點：YHOO若與GOOG解約YHOO要賠$250M
這是個好看點，看莊家葫蘆裏的藥是怎樣用creative method解決的。
這個合同隻不過預估給YHOO帶來$800M的revenue，利潤是多少沒有發表，卻居然毀約費有$250M。
這個套真逼真。
關鍵時刻指數的燈塔：YHOO和MSFT在YHOO跌的稀裏嘩啦後又開談
哈哈，愚弄散戶和大眾真像小孩子過家家。前兩天Yang還假模假勢跑到國會去聽證，解釋YHOO和GOOG的deal。
這個大莊做的真是老鼻子了！YHOO/GOOG/MSFT三家都很聽話呀，哈哈！
http://finance.yahoo.com/tech-ticker/article/29529/Microsoft-and-Yahoo-in-Talks-Two-Sources-Say-'Buyout-Not-on-Table'?tickers=yhoo,msft
From Silicon Alley Insider, June 24, 2008:
Yahoo (YHOO) and Microsoft (MSFT) are talking again, say TechCrunch, CNET, and an SAI source.
TechCrunch's sources say the two are talking about a full buyout. One of our sources was highly skeptical of this. A second source said "TechCrunch is 1000% wrong."
CNET thinks they're talking about just a search deal (presumably the one Yahoo walked away from two weeks ago.) Our sources concur.
TechCrunch's Michael Arrington intelligently observes that Microsoft's "No Comment" is a change of position from yesterday.
Microsoft official comment is “no comment,” which actually contains more information than it appears to. For well over a month, Microsoft has officially been saying they’re no longer interested in Yahoo. They didn’t say that today.
If the companies are talking about a full buyout, it is almost certainly at a price lower than the $33 Microsoft offered a month or so ago. There is no reason on earth for Microsoft to pay that much now that reeling Yahoo has dropped to $21 again. Yahoo shareholders, in fact, would probably be grateful for $25.
昨晚看了一眼YHOO的走勢，YHOO JUL 22.50 call收盤$0.77， 想了想下了一個$0.70買進的單。這會一看，原來一大早就零零碎碎地迅速成交了。
好了，新的一輪消息遊戲就要開始了。
明天過了ET 2:15不管 FED的決定是什麽，大盤都要猛漲。華爾街有解釋權。YHOO已經給了信號。真要跌GOOG不會在目前的關鍵支撐線上在指數bottom fishing的時候表現這麽強。
YHOO和MSFT相信台麵下早就達成協議了
現在咋咋呼呼不過是煙幕彈掩人耳目罷了，目的是使主力在二級市場上多賣點選擇權，再多賺一點。
憑什麽真正的商業機密這麽一文不花地展現在大眾麵前？
YHOO在GOOG麵前根本就一文不值！MSFT看中的是YHOO的搜索業務，而兩年前YHOO的搜索引擎還是用的GOOG的。GOOG一家獨大了之後就抽樓板撂挑子了。
看著吧，YHOO就會被MSFT收購。YHOO的mail早就改版成outlook形式了，而且YHOO messenger早就和hotmail messenger互通了。
目前YHOO這個價位，可以全倉買入！Carl Icahn的一千萬股成本全在目前的價位之上，他那麽大嗓門天天在快活地嚷嚷，你怕什麽？
Buy and hold YHOO! It's a steal here!
Baller和Yang都是按照華爾街的劇本在演戲
Baller和Yang都是血氣方剛傲慢有誌的人，他們會這樣在媒體麵前好幾個月了一直這麽無聊地打毫無價值的口水仗？
他們都得聽華爾街的。否則，若MSFT想$35收購，華爾街可以把YHOO有零有整地炒上$40，若Yang不聽話，華爾街可以把YHOO弄到$20以下永遠不上來。
這種談判本來就是華爾街先牽的線，哪象過家家那麽簡單。
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