YHOO.....getting NO RESPECT !!!!

YHOO reports earnings on tuesday AH.......

Much has been written about how GOOG going to capture the search market as much as 90% in 10 years.........

In 10 years ???????..........technology for any & everything is OBSOLETE in 10 years.....WHY ...great question..........

10 years ago DELL direct sales of PC....was hailed as "stroke of genius"......now it is selling PC through WMT........

10 years ago MSFT was invincible...with hoopla of WIN 95......now MSFT had to branch out from gaming to.....SEARCH and still "slow growth even with mandated operating system of VISTA"

10 years ago SUNW & INTC were the ultimate "stocks to go to"......now SUNW is a "struggling $5 stock"

I do not know where GOOG will be in 10 years...but it will surely be another company...trying to "grow in a very competitive space"

The competition for GOOG will come from many companies " trying their damndest to STEAL market share from GOOG..... which did not EXIST 10 years ago"......so much for predicting next 10 years........

Among the competition for GOOG......I see YHOO as the biggest FORCE to COMPETE with....WHY.....another good question........

YHOO 10 years ago was the biggest & only thing in search arena........total domination in famous "page views as reported by business MEDIA".......

YHOO got very comfortable with its LEAD & DOMINANCE...& sat on its LAURELS.........like INTC, DELL,MSFT & SUNW.........

YHOO got "a suckers PUNCH"from an upstart company named GOOG...which was HUNGRIER & hellbent on improving everything about SEARCH........

So GOOG ate YHOO lunch for 3 straight years...........

NOW YHOO has looked @ itself in the last 12 months...and is trying DESPERATELY to catch UP to GOOG and is HUNGRY enough to even think...they can get AHEAD of the CURVE.......what an ORIGINAL IDEA........

YHOO has made some "serious changes in its thinking" which is listed below:

-YHOO has gotten rid of its CEO Terry Semel...who could NOT react "fast enough to make changes".

-Jerry Yang who co-founded YHOO in April 1995......only 12 years ago is the new CEO.

- Susan Decker the brilliant CFO is promoted to the post of President.

- Panama the new search OPTIMIZER is taking hold.

-YHOO 40% stake in ALIBABA in China is working out pretty good and will be a "bonanza to its bottom line when it goes PUBLIC shortly"

-Most of the personnel has been shuffled out in senior management fro CTO to Sales chief.

-Jerry & Susan has completed many "strategic acquisitions without overpaying"

-Inspite of all the TURMOIL in YHOO in the last 12 months.....YHOO was growing its Sales...this fiscal year 12/07 it is expected to GROW @ an healthy clip of 13.8% to $5.19 billion from $4.56 billion an INCREASE of $630 million.....no chump change in my opinion.

-Next year 12/08 YHOO is expected to GROW its sales further by 18.5% to $6.15 billion a whopping increase of $960 million .........

-EPS for 12/08 is expected to show a GROWTH of 34.6% to 66 cents from 49 cents in 12/07.

- YHOO will beat projected EPS of 66 cents handily in its turnaround fiscal year of 12/08.

- There is TOO MUCH YHOO bashing going ON & sentiment is very NEGATIVE......which is a very big CONTRARY indicator in my investing world...never has failed ME.

-I am expecting a very "constructive CC on tuesday AH..... 17th july...when YHOO will articulate their GAME PLAN"

All in all....... YHOO will be the BIGGEST turnaround story for 2008 Q after Q...& I am onboard for the RIDE UP $$$$$$

Please do your OWN due diligence...as I own YHOO for my portfolio.

Good luck for next week trades.

Next post 11AM monday est.

BLOG does not give buy or sell.

Saleem