TheStreet's Action Alerts PLUS Co-Portfolio Manager Jim Cramer says Yahoo! is in a difficult position because the stock has gone from $19 to $40 mostly because of Alibaba, not CEO Marissa Mayer. Cramer says Yahoo! stock has more downside because Alibaba is slowing and Yahoo! is under-invested. The company has made acquisitions and grown viewership but it is not producing more profit because other internet companies such as Google and Facebook have better technology.

At the time of publication, Cramer was long ___.

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