This is money if Nadella decided to gobble YHOO core. MSFT got the money. If the offer $$$$, I am sure YHOO institutional investors will go MSFT.
The initial negotiation will be next month. Now that YHOO is Firefox search engine, MM is telling the partnership with MSFT is over. MSFT online services (negative earnings for a over decade now) will be deep, deep trouble if MM really decided to terminate the partnership yeah baby.
It doesn't matter because what is matter is that YHOO hired a tax expert and deal advisor experts to handle their plan to get about $15 or more tax savings yeah baby.
Take it or leave it, it is coming baby. It will "completely cooked" YHOO shorts in this plan yeah baby.
Hiring JPM and GS as strategy advisors and Mckensey for tax strategy YHOO telling the markets this plan will go through yeah baby. I smell a huge YHOO pop very soon baby.
$15 per share savings or even more will come from YHOO being split into holdings. Even a partial buyout will do the trick. I think this is probably the plan of YHOO when they announce the tax savings announcement. My bet is still this week or this month and not Jan 2015. Enjoy the ride folks happy Christmas and happy new year yeah baby.
A big bird just told me that YHOO big announcement is jus around the corner and it means YHOO shorts are "cooked" baby.
Bing search engine and google search engine, YHOO is connected to two sources. I think will go away and MOzillo will be YHOO search engine.
I think MM is telling the markets that the search partnership with MSFT will also be coming to an end. The question here is not really YHOO but more on MSFT because this partnership is really a very big plus to MSFT online services, losses from about $2B annually to about $500M currently. What MSFT will do now if MM terminate this partnership?
Big announcement is clearly coming. You know what is that means. Just a low estimate of a pop of $5 to $15 so shorts in this regard will be "fully cooked" yeah baby.
(MSFT) Bing is out and it means the YHOO/MSFT search partnership is about to end yeah baby.
Tax savings could come from partial buyout or spin off. This is widely known in the markets baby. At the same this is very likely coming, YHOO is aggressively buying back their shares, thus lessening outstanding shares as well as enhancing shareholders values. Enjoy the ride folks yeah baby.
Sentiment: Strong Buy
Facts MSFT online business: For over a decade now this department has been losing money in billions up to more or less $2B annually. Then when the partnership formed with YHOO the loss was cut down to about $500M to less than a $1B today. Plus side the search partnership is gaining market shares from goog. Another warrant to mention is that Nadellla loves cloud with its online services to go with it. He loves to keep his online services business mentioned during Q3 conference. What now baby for MSFT. We have to watch and see. MM got all the ACES in this deal baby.