If yahoo plays some type of integration with appl components this could be big in other places like new multimedia apps http://venturebeat.com/2007/10/23/another-day-another-key-googler-departs
add the fact that facebook snubbed goog by not letting them invest. the valley has grown tired of goog's dominance and budding arrogrance. i saw sergi at a panel discussion at the plaza hotel in SF this week.....he looked pretty tired...when asked about a facebook deal his response was quite curt ....and he seemed irritated. winds are shifting. although goog will continue to be an important co., there is more then enough room in the space for yahoo as well. $$ tells the story. always follow the $$. and right now its flowing into yhoo.
The 10% correction brought us back to the levels we were at towards the end of last week. I also think this was lead by funds end of month window dressing as well as some funds Oct 31 fiscal year end window dressing, just by looking at the huge volume on the run up last week, as well the sell off mon, tues. No other action or news has lead me to believe the past couple of days was something more sinister. So at this point, i'd buy on the dips, or possibly after the fed decision this pm.
Looks like yahoo has peaked having hit the top of its trading cycle if you made money going long now may be best time 2 take profits