Pete Najarian said the market was encouraged by the comments about how the search ad market is stabilizing. Guy Adami said Yahoo! (YHOO) is a stock investors should get into on a pullback. "Carol Bartz got it right. It should be a $20 stock," he said. The stock closed at $17.17 today.

breakout stock

"On one side you have the big would-be buyers. On the other, there is a host of smaller players. The big fish are Amazon (AMZN), eBay (EBAY), Google (GOOG), Microsoft (MSFT) and Yahoo! (YHOO), according to Aggarwal." Read more from Scott Moritz here.

What do you do, for example, with Yahoo! (YHOO), which has moved in part because everything else had moved and now there's not much there because the others are going down?

Haverty recommends sticking with the companies that are best-positioned to reap some of the benefits of the accelerating trends. For him, Yahoo! (YHOO) stands out for the incremental cash flow it will receive through a pact it recently made with Microsoft for online search. Trading at six times cash flow, it's a cheap advertising stock. Its high-performing Asian assets alone, ex-cash, are worth about 45% of the total value of the company.

Icahn Associates, led by the billionaire activist investor Carl Icahn, decreased its holdings to 62,873,572 shares (4.5%), after selling 12,706,552 shares from Aug. 27 to Aug. 31 at $14.90 apiece. The firm said that the Yahoo! shares "were sold in order to provide a more desired balance in [its] portfolios relating to tech stocks." It added that the sales "in no way were intended to reflect the [Icahn Associates'] long-term view of [Yahoo!], since optimistic about its long-term prospects."

The 2009 bottom in Google (GOOG), Apple (AAPL) and Research In Motion (RIMM) and their resultant rally also boosted the shares of Yahoo! (YHOO), Intel (INTC), Qualcomm (QCOM) and others.

On July 30 in a RealMoney blog post, Cramer wrote that "by virtue of its pantsing of Yahoo! (YHOO)," Microsoft "is back on the right track even if it had a terrible quarter."

On last night's "Lightning Round" segment, Cramer said: "I think that its CEO has set the bar too high and now she's set to disappoint. I'm going to say don't buy."

I thinks it'll go back up

good product but inept management

CHURNING NOT EARNING

Use yahoo constantly but they aren't doing well

crapy

The inventor killed a gret opportunity. The first rule of VC should be implemente. "Shoot the inventor"

always lost so far

it does not move fast enough

No core business.

bad MSFT Deal

stupid microsoft deal.