What's up with the Yahoo Board at YAHOO?
I have tried very diligently for over an hour now to post the following message on the Yahoo Board at Yahoo.com...
To ABSOLUTELY NO AVAIL!
I'll try again tomorrow...
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Hello Yahoo LONGS!,
This is my first visit, and my first post ever to this board.
(Sorry you folks have to put up with so much SPAM here!)
Why am I here?
I am a long term investor in Disney Internet Group. I have been around since the old INFOSEEK days!
Disney ultimately bought even more into SEEK, and the stock symbol became GO on the NYSE.
A few months back, the symbol was changed to DIG (Disney Internet Group).
Over the past few months, and particularly over the past couple weeks, rumors abound that Yahoo must merge in order to compete with the impending AOL/TWX powerhouse.
The reason for my friendly visit tonight is to attempt to open a dialogue with the long term investors in Yahoo regarding this matter.
From reading the boards posts of this afternoon, it seems that the current speculation is that VIACOM is the potential buyout candidate here. Is there anyone who feels that Disney is a potential buyout candidate?
Keep in mind, Disney is the #2 Media Giant immediately behind Time Warner. I believe that VIACOM is somewhere further down the list...fifth or sixth?
As the rumors have contended, Yahoo's current internet dilemma is the lack of proprietary CONTENT. Disney Internet Group has vast amounts of that!!
Disney.com, ESPN.com, Nascar.com, NFL.com, NBA.com, Family.com, Movies.com, MrShowbiz.com, ABC.COM, ABCNews.com......
These are but a few of the intense content websites owned, operated, and managed by DIG...Disney Internet Group!
If you remember, Yahoo just recently penned a deal with DIG to supply ABCNEWS.COM as an exclusive provider of News Content on Yahoo, breaking it's tradition of being a non specific internet portal.
Please understand, I am not trying to attempt to PROMOTE Disney Internet Group in any way, I am merely wishing to open the lines of communicative speculation here.
Why is it that some investors here feel that VIACOM is the buyout candidate?
Surely VIACOM has a vested interest of it's own in securing it's future on the Internet because of the AOL/TWX Merger, but is VIACOM Yahoo's BEST BET for it's future?
A few additional thoughts....
Of course, DIG is but a tracking stock of Disney. However, I would speculate that a DIG/YHOO Merger would be just the ticket to allow Disney to spin off this merger possibility and cast away the tracking stock status at the same time.
IMHO, if handled correctly, a DIG/YHOO IPO (yes, IPO!) could potentially become the hottest investment of 2001 on the Internet!
Well, those are my thoughts. I've got a tough shell, and would interested in continuing a dialogue along this lines with any interested Yahoo Longs....
Thanks for your time.
AI
