From a recent note by Mark Mahaney at Citi:

Yahoo!’s stake in Alibaba currently works out to approximately 4% of its enterprise value. And a recently reported potential public offering by Alibaba in H2:07 or 2008 could materially increase that value.

Nice catalyst to drive Yahoo’s stock this year.


  1. Thanks for the info…

  2. Yahoo has been such a disappointment as a competitor to Google. YPN is a disaster.
    Speaking of Google, perhaps it’s time to admit that the emperor is buck naked? Google is no longer an asset to small business. It’s digressed into a black box designed to extract as much money as possible from small business while giving back as little value as possible. This piece explains why Adwords is something to be skeptical about: “Why Google Adwords is Not Helpful to Small Business”