Maybe Yahoos deal with Microsoft was a smart move, after all.
RBC analyst Ross Sandler has stepped forward to say that itll have a positive financial effect on Carol Bartzs company, boosting certain figures significantly above forecasted levels.According to Henry Blodget, Sandler wrote in a note to RBC clients, We have taken an extensive look at Yahoos cost base and believe that the company could expand EBITDA margins from current mid30s to 49 over the next several years, well above the consensus margin assumption of 37.8 in 2011.In fact, if Yahoo pulls off Sandlers improvement, itll be have beaten that consensus margin assumption by a whopping 29.
