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eBay: An Unwanted Bargain

Kevin Kelleher, Wednesday, July 18, 2007 at 8:42 PM PT Comments (12)

Good news, investors! eBay’s stock is trading at a value. It’s priced at 25 times the $1.36 a share that is the mid-point of the company’s guidance for net earnings this year. A P-E ratio of 25 is, in general, pretty high. But for a company whose profit will grow 30% this year - significantly [...]

Yahoo Earnings: Few Surprises, Even Less Clarity

Kevin Kelleher, Tuesday, July 17, 2007 at 3:39 PM PT Comments (10)

This is what it’s like for Yahoo these days: Trying to feel pretty good about meeting already lowered expectations. And then lowering future expectations even further.
Yahoo’s earnings per share for the quarter through June came in at 11 cents, in line with the consensus that Wall Street had set for the company. Three months ago, [...]

Mackey and Me: Why rahodeb speaks for all of us.

Kevin Kelleher, Thursday, July 12, 2007 at 9:00 PM PT Comments (12)

Isn’t anyone going to stick up for poor Vic - er, I mean, John Mackey? You know, the volatile CEO of one of the decade’s biggest retail success stories whose renegade, loose-cannon style spurred the growth of Whole Foods before leading to his professional unraveling via some anonymous - well, supposedly anonymous - postings on [...]

Kijiji and the Curse of Craigslist

Kevin Kelleher, Monday, July 9, 2007 at 4:50 PM PT Comments (19)

Online classifieds have been at once among the most disruptive of Internet sectors and the hardest to break into. Google and Yahoo set up initiatives there, only to see them grow ever more marginalized. Now eBay’s Kijiji, having polished its act for more than two years outside the U.S., has set up shop on turf [...]

Who should buy Yahoo? Handicapping 5 likely suitors

Kevin Kelleher, Thursday, June 21, 2007 at 4:40 AM PT Comments (44)

At least Yahoo can’t complain this week about Google grabbing all the headlines.
While Google has been dishing out the usual morsels of news - tweaks to Google Video, YouTube and Google Office - everyone else can’t stop talking about Yahoo. First Terry Semel got dissed at the shareholders meeting, although his job looked secure. Then [...]

Yahoo: Old Wine, Old Label

Kevin Kelleher, Monday, June 18, 2007 at 5:52 PM PT Comments (15)

Howard Rubenstein’s first rule of crisis management is this: Always tell the truth. That’s exactly why so many people suspect Yahoo is still in trouble, even with its vilified lightning rod - formerly known as CEO Terry Semel - has been shown the door, or showed himself the door, or whatever happened.
It’s not very clear [...]

The Great Apple Stock Debate

Kevin Kelleher, Monday, June 18, 2007 at 4:59 AM PT Comments (12)

Pop quiz: Rank these four companies, listed alphabetically, in order of their stock performance over the past five years. (Okay, it’s sort-of a trick question, because Google went public less than three years ago, but bear with me.)
* Apple
* Amazon.com
* Autodesk
* Google
The answers, and the reason for bringing all this up, are below the jump. [...]

For Clearwire, how good is the good news?

Kevin Kelleher, Saturday, June 16, 2007 at 6:00 AM PT Comments (6)

Hooray! Clearwire rocketed 23%! The company signed two key distribution deals this week with DirecTV and EchoStar, both of which will offer Clearwire’s broadband wireless access to their customers later this year. And the stock’s moving even higher today. Investors must be all ecstatic and giddy over the profits they are making, right?
Well, maybe [...]

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