Tuesday, October 12, 2004

Net Stocks: A trade for this season: Buy Yahoo, short Google? - Media - General

Net Stocks: A trade for this season: Buy Yahoo, short Google? - Media - General: "an intriguing trading call made news on Monday. Buy Yahoo, and short Google...

Mahaney is far from being Wall Street's only Yahoo bull. Even if its search business isn't as robust as Google's -- and that's a big if -- Yahoo still has a branded-ad business that has yet to truly take off.

Lanny Baker predicts upbeat buzz from Yahoo's quarterly report. Baker noted that investors will likely be surprised by Yahoo's branded advertising results as he's heard that the fourth-quarter advertising inventory is nearly sold out and Yahoo has been able to charge higher ad prices."

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