Replies to post #1714 on DAYTRADING YAHOO!

[NovoMira]

Thanks, PP...now do you want to hear about my first BK?

LOL

Nah, it's the Christmas season...must have good thoughts or Santa won't be good to me.

Do wishes ever come true? How 'bout this re Yahoo???


I Think Yahoo Will Surpass Google In 2007: Here's Why

Thursday December 14, 8:07 am ET

Paul Kedrosky submits: I was on CNBC last night making the bullish case for Yahoo.

* Yahoo needs to grow earnings faster than Google to regain investor interest.

* It can do that by cutting costs, growing audience, acquisitions or improving monetization [or some combination of all four].

* It is easier to drive monetization than to increase audience markedly, and acquisitions are a mug's game without better monetization tools. Cutting costs is a non-starter.

* Yahoo trumps Google on total audience, as well as page views.

* Yahoo's monetization is about to improve [to some degree] because of Panama.

* It is easier for Yahoo to make a significant improvement in monetization than it is for Google.

* Google's monetization engine works well, while Yahoo's doesn't. It's always easier to get a big change from a crummy start position than it is to make a big change from a great start position.

* Yahoo's stock is hated, while Google's is loved.

* Yahoo will outperform