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TMT Strategies founder Mark Stahlman and SFG Alternatives CIO Larry Shover on the earnings and outlook for Intel and Yahoo.
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Ex-TAC okay aren't -- let's go to mark Stallman who's been looking over some of these numbers looking over shoppers trying to get a a clue as to how all of this adds up to what Intel's future is mark what -- you think.
The part that Wall Street will probably not take any account for until it's already too late is a Smartphones.
No one believes that they're going to actually gain share but they're going to do it.
They say the first.
Smart at Intel based Smartphones coming out in Q2 you will see that absolutely will they sell.
Absolutely what's happened here is that Intel has spent the past four years preparing for this.
The street has not have -- built into their numbers there at 0% share today.
They are going to try to get to as much as 30% share before determine -- -- couple years from now based on their history which is a very impressive history how do you think they will do in that market.
I think they're gonna actually get those so those numbers may be -- them so they'll take on Qualcomm and they'll win at least some market share yes but the way this works is there were only a handful we'll customers for cellphones in the world.
Vodafone and Verizon.
AT&T.
And they have been working with those customers for years now.
Provided them all kinds of software all kinds support all sorts of help.
Internally that completely rearrange the company around this they are positioned for significant share gains aren't let's get to Yahoo! earnings Robert -- again.
-- -- a much better than expected at 43 cents per share that six cents higher than the average estimate from analysts revenue.
When you back out -- traffic acquisition cost just barely eclipsed in the estimate there but they did indeed -- -- one point 08 billion dollars.
Is the number there are so again now you're getting to -- here on both the top and bottom lines from them.
Scott Thompson and it nearly installed CEOs saying you know in the -- the release here.
And I they came at the high end of their -- beat consensus obviously they made changes to resize the organization established new leadership structure.
Two what they say to quickly deliver the best user and advertiser experience at scale they go on to talk about.
The restructuring we know and at three main groups consumer technology and regions.
And they also gone to to talk a little bit more about the -- dig down and this -- -- and David for you right now but it's.
There are we received -- in addressing any of the concerns have been brought us by their back to -- -- let's say let's.
Just go back what is -- you do that Robert I wanna go back to -- -- because it is a tale of two worlds here what's.
What's true for apple and Intel and IBM which had very good growth over the past year.
Is exactly the opposite -- Yahoo! mark Stallman we have a company whose stock is down more than 8% year to date because of a lot of frustration.
In what that company -- just had to lay off 2000 employees.
All of this is is weighing on Scott -- and now we just took the -- in January what do you think he can say.
To shore up the confidence of investors.
Remember that the Yahoo! shareholders have been looking for the company to be bought looking for them to sell their own properties in Asia.
So there's been all kinds of things that have nothing to do -- Yahoo!'s business.
-- investors have been concerned about so what has happened here is they need to actually flush out those investors and wind up of people who were actually interest that in the Yahoo! business.
What's happening with advertising.
Is that it's of it's a very.
Mushy.
Territory.
At this point.
What do you want that man to say the guy we just -- Scott Thompson what -- wanted to say to you and other investors who may have lost some confidence in the company.
He has to put forward the best user.
And the best advertiser.
Relationships possible and obviously he's been eclipsed by many others -- along the way.
Unfortunately Yahoo! went very much in the Hollywood direction and that was the mistake that they took vs.
Global that was always algorithms and always about the computer science so Yahoo! has the computer science.
Now hopefully they have the leadership that can actually.
Help the advertisers long.
Larry -- you know you and I -- and David we can all sit here and look at the share price of the aftermarket ticking up about give or take 3% but.
That conference call with Scott Thomson -- everybody's going to be listening.
What's his big plan you've got big shareholders like Daniel -- already expressing dissatisfaction.
With whatever management moves he's made he's been -- two minutes but Larry what are you seeing and what are you hearing in the -- You know what what you need to do now is a perfect opportunity for an air out on the dirty laundry.
Bring out the kitchen sink to whatever you -- -- you write off what needs to do.
Lay -- more people whatever cast -- no matter how -- it is.
But this is like the Internet pioneer.
What are we thinking here to stock musical hired is a perfect opportunity especially given the fact that it had beaten -- -- it's it's even beaten the whispers are.
Great opportunity and he's got one chance to do it Larry they've announced plans this.
What the company into three main groups that media group connections and -- -- is this just rearranging the deck chairs on the Titanic -- really significant change for the company.
Why I think god given way it did today given the -- they've -- I'm on the as -- this is a great thing they really have no choice right now and he's under a lot of pressure to make changes -- And this gas world and globalization and technology you have to act went so I don't think it's throwing -- -- -- your appetite -- I think it's bigger than that.
