I have been telling people lately that I thought GOOG was overpriced and to sell what they owned. Was thinking about Yahoo's recent leaked memo about cutting the workforce and then I saw the following article:

Paul Kedrosky's Infectious Greed: Why YHOO Will Outperform GOOG in 2007:

• Yahoo needs to grow earnings faster than Google to regain investor interest


• It can do that by cutting costs, growing audience, acquisitions or improving monetization (or some combination of all four)


• It is easier to drive monetization than to increase audience markedly, and acquisitions are a mug's game without better monetization tools. Cutting costs is a non-starter.


• Yahoo trumps Google on total audience, as well as page views


• Yahoo's monetization is about to improve (to some degree) because of Panama


• It is easier for Yahoo to make a significant improvement in monetization than it is for Google.


• Google's monetization engine works well, while Yahoo's doesn't. It's always easier to get a big change from a crummy start position than it is to make a big change from a great start position.
  
• Yahoo's stock is hated, while Google's is loved.


• Yahoo will outperform Google (and the market) in 2007

All good points. Time to put the technical indicators back on Yahoo and look for some buy signals.