Jackson Sees Growth for Yahoo, Storm for Microsoft

(Bloomberg) -- Eric Jackson, founder of Ironfire Capital LLC, talks about Yahoo Inc.'s third-quarter earnings and outlook, and the future of Microsoft Corp. The biggest U.S. Web portal reported profit and sales that beat estimates. Jackson speaks with Trish Regan and Cory Johnson on Bloomberg Television's "Street Smart."



[Long YHOO]

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The Bear Case For $MSFT

From @BloombergTV today:

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Eric Schmidt Says Google Would Love to Replace Microsoft as Yahoo!'s Search Partner

No one is reporting that Eric Schmidt said overnight in Tokyo that Google would love to be Yahoo!'s search partner again.

Read the full post in Forbes

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Why Apple Should Replace Google as the Default Search Engine on iPhone with Yahoo!

It's a matter of time before Apple drops Google as the default search engine on the iPhone.  However, here's why it's more likely that they'll replace it with Yahoo! search rather than Microsoft's Bing

Read the full Forbes post

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Predicting The Strange Future Relationship of Yahoo!, Google, and Facebook

There are so many intriguing aspects ofMarissa Mayer‘s hiring at Yahoo! (YHOO).

However, what fascinates me the most is what the future strategic direction of Yahoo! will be under her watch and what this means for the company’s future relationships with Google(GOOG) and Facebook (FB) (not to mentionMicrosoft (MSFT)).

Read the full post on Forbes

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What It Will Take For Yahoo! To Blast Above $16

Here is why Yahoo! is poised to jump in price in the next 8 months.

Read the full post on Forbes

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Here's the 30 Second Zuckerberg Video That Should Terrify All Facebook Investors

Read the full post on Forbes here.

In the meantime, here's the full video, below:



[Long YHOO]

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Why Facebook-Microsoft Patent News Isn't a 'Disaster' for Yahoo!

NEW YORK (TheStreet) -- Earlier Monday,Microsoft(MSFT_) announced that it would basically split the patents it had recently bought from AOL(AOL_) with Facebook. Facebook will pay roughly half the costs to get their hands on them.

Immediately, the pundit-sphere started cackling thatYahoo!(YHOO_) was about to have its head handed to it by Facebook because of this news.

Read the full post on TheStreet

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Video: Why Yahoo! is the New AOL and Google is the Old Microsoft

My hit from earlier today talking about Yahoo! and why Google is like Microsoft in 1999

[Long YHOO and AAPL]

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It's Official: Google Today Is Just Where Microsoft Was in 1999

Google (GOOG) looks a lot more vulnerable to the accusation that it’s become the new Microsoft (MSFT) today compared to even a year ago.

Several people have said that Google’s co-founders, Larry Pageand Sergey Brin, have sought to build their company so that it wouldn’t make the mistakes that Microsoft did in the 1990s.

Well, surprise, Google today seems a heck of a lot similar to where Microsoft was right in 1999 – the year after Google was founded.

Read the full post in Forbes

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Two Things That Must Happen Before Yahoo! Can Be Acquired

Today's 2000 job cuts at Yahoo! are a necessary first step.  If any buyer is going to buy the company longer-term, they need to cut more and also present more clarity around their Alibaba stake.

Read the full post on Forbes

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If You Could Create a $152 Billion Business in 10 Years and Only Had To Pay 1% of That for the IP, Would You?

Yahoo! needs to think about that question before agreeing on a patent deal with Facebook.

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Steve Jobs Used Patents to Get Bill Gates to Make 1997 Investment In Apple

Yahoo! isn't the first Silicon Valley company to assert its patents against others. Steve Jobs did it to Microsoft back in 1997.

Read the full post in Forbes

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The Two Companies on Facebook's Menu After IPO: Nokia and Yahoo!

Facebook needs to bulk up to kill Google.  Once they go public, watch for them to seriously consider buying Nokia or Yahoo! -- with a little help from their big brother Microsoft.

Read the full post on Forbes.

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Why Google Struggles to Build Great Consumer Products

Google has a number of amazing strengths.  But why does it struggle building great consumer products?

Read the full post in TheStreet

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Why Yahoo! Should Seek At Least $3 Billion From Facebook For Patent Violations

Yahoo! has thrown down the gloves to attack Facebook's violation of 10 - 20 of its key patents.  It could set off a flurry of activity around Yahoo!

Read the full post in Forbes

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In Defense of Jerry Yang

People love to hate on Yahoo! and Jerry Yang, but they're conveniently forgetting some important facts as they dance on his grave.

Read the full Forbes post

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Will MSN Be Yahoo!'s "Other Asset" in a Cash-Rich Split?

Microsoft might give up MSN to get a piece of Alibaba Group and/or Yahoo!, as part of a cash-rich split

Read the full post on Forbes

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Where are the Huge Cost Savings Yahoo! Promised Its Shareholders in 2009?

I have a long memory and I remember exactly what Yahoo!'s board promised in 2009 with the Microsoft search deal and how they've failed to deliver. Why should they be trusted now?

Read the full post in Forbes

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How A Leveraged Recap of Yahoo! Could Actually Work

It's more complex, but there many ways to create value for Yahoo! shareholders should they go down the minority stake leveraged recap path.

Read the full Forbes post

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