Comments on: Will Yahoo turn out to be an egg on its buyer’s face? http://gigaom.com/2011/11/30/will-yahoo-turn-out-to-be-an-egg-on-its-buyers-face/ Wed, 19 Jun 2013 00:47:04 +0000 hourly 1 http://wordpress.com/ By: Niki Scevak http://gigaom.com/2011/11/30/will-yahoo-turn-out-to-be-an-egg-on-its-buyers-face/#comment-725586 Mon, 05 Dec 2011 05:22:34 +0000 http://gigaom.com/?p=447317#comment-725586 At the price proposed nothing new needs to happen. Even if Yahoo US continues its decline into oblivion the price still makes sense. Silver Lake’s most recent investment in Alibaba valued it at $32bn, so Yahoo’s 1/3rd stake is roughly $10bn+ and then there is the liquid stake in Yahoo Japan and some cash on hand.

If the Yahoo core operations can be turned around and if you place any value on them, then the deal will be a winner.

Because of the price, there is very little downside. Also, Silver Lake are clearly bullish on the Alibaba asset and they can be justified for doing the deal just based on that.

]]> By: Charles Costa http://gigaom.com/2011/11/30/will-yahoo-turn-out-to-be-an-egg-on-its-buyers-face/#comment-724694 Sun, 04 Dec 2011 19:48:52 +0000 http://gigaom.com/?p=447317#comment-724694 Will Yahoo turn out to be an egg on its buyer’s face? http://t.co/zWSjPbuw – Yes it will. @Yahoo Just give up and pull the plug!

]]> By: Brad Liebmann http://gigaom.com/2011/11/30/will-yahoo-turn-out-to-be-an-egg-on-its-buyers-face/#comment-719356 Fri, 02 Dec 2011 20:10:23 +0000 http://gigaom.com/?p=447317#comment-719356 RT @hkanji: Recap of all the #Yahoo dealmaking via @gigaom http://t.co/5MX4F6AL

]]> By: hussein kanji http://gigaom.com/2011/11/30/will-yahoo-turn-out-to-be-an-egg-on-its-buyers-face/#comment-718801 Fri, 02 Dec 2011 18:19:38 +0000 http://gigaom.com/?p=447317#comment-718801 Recap of all the Yahoo dealmaking via @gigaom http://t.co/9qpO7SnB

]]> By: Shuchi Rana http://gigaom.com/2011/11/30/will-yahoo-turn-out-to-be-an-egg-on-its-buyers-face/#comment-717978 Fri, 02 Dec 2011 15:39:22 +0000 http://gigaom.com/?p=447317#comment-717978 Will Yahoo turn out to be an egg on its buyer’s face? http://t.co/e0YC52IA

]]> By: Patrick Flynn http://gigaom.com/2011/11/30/will-yahoo-turn-out-to-be-an-egg-on-its-buyers-face/#comment-716424 Fri, 02 Dec 2011 05:54:08 +0000 http://gigaom.com/?p=447317#comment-716424 OM Says http://t.co/bD6uZmrL via @om

]]> By: mark_inkster http://gigaom.com/2011/11/30/will-yahoo-turn-out-to-be-an-egg-on-its-buyers-face/#comment-715638 Thu, 01 Dec 2011 23:53:04 +0000 http://gigaom.com/?p=447317#comment-715638 Will Yahoo turn out to be an egg on its buyer’s face? http://t.co/4DmOHQrP

]]> By: ryanbarlow http://gigaom.com/2011/11/30/will-yahoo-turn-out-to-be-an-egg-on-its-buyers-face/#comment-714218 Thu, 01 Dec 2011 19:35:28 +0000 http://gigaom.com/?p=447317#comment-714218 Good points from Om Malik – “Will Yahoo turn out to be an egg on its buyer’s face?” http://t.co/QQyfkxzJ

]]> By: Chris Speidel http://gigaom.com/2011/11/30/will-yahoo-turn-out-to-be-an-egg-on-its-buyers-face/#comment-713766 Thu, 01 Dec 2011 18:15:20 +0000 http://gigaom.com/?p=447317#comment-713766 Om nails it. Will Yahoo turn out to be an egg on its buyer’s face? ➛http://t.co/miQ6Xitz /via @karaswisher

]]> By: KenHaskell http://gigaom.com/2011/11/30/will-yahoo-turn-out-to-be-an-egg-on-its-buyers-face/#comment-713545 Thu, 01 Dec 2011 17:27:18 +0000 http://gigaom.com/?p=447317#comment-713545 http://t.co/zIHD0CTc

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