With Terry Semel's presentation at CES this week, you had better get ready for a big bump in YHOO on Nasdaq. I purchased shares in YHOO back a few years ago. With each year under Semel's leadership, Yahoo has returned from the dead. And I am a happier investor for it. I
This whole TV on the internet push is going to help drive YHOO to $75.00 by the end of the year. As the company continues increasing its market cap, everyone should expect the company to be a wee bit more aggressive in its M&A activities. I do not want to speculate on what types of companies Terry, Susan, Dan and Jerry are looking at buying in 2006, but I do have my suspicions.
The basic question everyone is asking themselves in Silicon Valley and NYC is this: Who will be the winner - Yahoo or Google? Well, since I own YHOO and not GOOG, I am biased here. YHOO is going to win. I believe YHOO has a stronger management team. They are seasoned Hollywood entertainment executives. That is not to say GOOG could not hire a few LA boys and girls to join their team in Mountain View. With the lure of nice stock options and great cafeteria grub to chow down on, I'm sure a few Hollywood types would love to join GOOG. YHOO has a few years head start and I expect them to maintain the competitive edge.
My prediction for the near future: YHOO's market cap will exceed that of GOOG.
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