Wednesday, July 21, 2010

Yahoo Silent on China?

Yahoo (YHOO) issued earnings and made no mention of China. Google (GOOG) is struggling with Beijing and cannot claim momentum. Yahoo has some 40% of Alibaba and more than just a foot hold in the Chinese market. The investor got silence. It’s not just what you hear but what you do not hear that is significant.

Disclosure: No position in any stocks mentioned in this post.