Yahoo! Gone in 12 Months?

Tuesday, June 19, 2007 | 11:45 AM

My friend Paul Kedrosky has some choice quotes in today's New York Times on the Yahoo management shake-up:

"Some analysts maintain that the shake-up may be only a prelude to a more substantial corporate overhaul, which could include a merger or a sale.

This had to happen or things would have gotten nasty in a hurry, with people taking positions and pushing for change," said Paul Kedrosky, executive director of the William J. von Liebig Center for Entrepreneurism and Technology Advancement at the University of California, San Diego. "I’m not convinced it’s enough, but it had to happen."

You can always tell when an interviewee is media savvy by how they help the reporter set up the story: By giving them a great intro, or a good data point for the middle, or a good ending. Paul did the set up with the quote above, and clinched the ending with the following line:

Mr. Kedrosky added, "My bet: Yahoo won’t be an independent company in 12 months."

Assuming Paul is correct about this -- a big "if" -- AND assuming the Yahoo takeout is at a premium -- a big "and" -- then speculators can gamble on both of those issues via Yahoo Leaps:

The January 2009s are trading:

$30 . . . .  $4.2450
. .  $3.2340
. . . .  $2.3250

The January 2010s are trading:

$30 . . . .  $5.65
. . . .  $3.50

Interesting concept for gamblers . . .


Yahoo’s Chief Resigns, and a Founder Takes Over
NYT, June 19, 2007

Tuesday, June 19, 2007 | 11:45 AM | Permalink | Comments (15) | TrackBack (0) add to | digg digg this! | technorati add to technorati | email email this post



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Almost all financial bloggers share knowledge that may be created by their own original thought or (more often) from someone else's mind. But they leave the reader saying, "So what is one to do about it?"

It's refreshing to see a blogger to intelligently communicate a particular issue AND provide alternative solutions. That's what I call "The Big Picture!"

Knowledge is NOT wisdom... Thanks, Barry, for sharing the wisdom as well as the knowledge...

Posted by: The Financial Philosopher | Jun 19, 2007 1:13:01 PM

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