posted on February 8, 2001 05:52:57 PM new
hi,
Just got off the phone with one of my friends who works at Wallstreet. According to his theory (and few other analyst friends) Yahoo's move is pre calculated and this is how it works.
Yahoo starts charging listing fees, auction listings go down. Leading to lowering of subscriber base and the stocks. Next move start fees for other free services - paydirect, broadcast, expert services, and eventually emails. Result further lowering of stocks. This "next move" is already being planned at the yahoo HQs.
The conclusion - lower the stocks such that they become "a hot candidate for acquisition" by one of the La Time Warner kind of people. Disney guys have already commented that Yahoo is overpriced. News is that Verizon is actively considering...and few others.
To me this looks like a bit far fetched and impractical - atleast from the point of view of the top guys at Yahoo (who have their worth linked with yahoo stocks). Do you think that any theory like this is plausible at all??
posted on February 8, 2001 06:20:07 PM new
YES! If not exactly this plan, something like it.
I have said previously on these boards that there is a reason for this that we are not aware of.
Makes me wonder.... If the reasoning is that Y! bigwigs have their worth tied to the stock, is it the only stock they own?
posted on February 8, 2001 06:37:33 PM new
As I see it, Yahoo!'s plan was simply to implement listing fees in Yahoo!Auctions because, after all, sellers are cash cows that can be milked.
