The bottom line is that, despite some longer-term issues, we think weak industry sentiment combined with some valid company-specific concerns have pushed the stock lower than is justified. We believe that the near-term positives outweigh...

While not directly related to Yahoo!, such news flow raises the profile of questionable Internet practices, and we think it increases headline risks for the group.

It will be interesting to see if other companies try to shut them out.

Investors never like to see a company’s name mentioned along side the term ‘subpoena.

We thought the new openness was refreshing.