MSFT-YHOO Deal Collapses: The Pundits Prepare for Monday

fortunately i profited from the psft/oracle deal twice, perhaps it may happen with yhoo/msft, if i were a betting man, and i am, i say yes...the fat lady hasn't sung yet

who cares what pundits say. you guys ALL got it wrong.

Yahoo managements turning down of a very reasonable offer from Microsoft is just what you should have expected when you put the companies founder back in the top position on your board of directors. He has forced a decision based solely on his feelings as founder of the company and ignored the best interests of his shareholders , employees and the faithful users of all of Yahoo’s wonderful services. Microsoft’s offer was more than generous given the historical performance of Yahoo. I have been a shareholder on and off since Yahoo’s inception. I purchased shares on the first day of the IPO because of my belief in the company and the quality of it’s services. The recent decision by Yahoo will have several effects. The share price will soon be back in the high teens. Layoffs will begin to carve away the talent that made Yahoo the company that it was. Finally, Microsoft or some other bargain hunter will end up acquiring the rotted carcass of Yahoo for a price far lower than the original offer. Thanks much Mr. Yang. Well, at least you will still be a billionare.

Yahoo managements turning down of a very reasonable offer from Microsoft is just what you should have expected when you put the companies founder back in the top position on your board of directors. He has forced a decision based solely on his feelings as founder of the company and ignored the best interests of his shareholders , employees and the faithful users of all of Yahoo’s wonderful services. Microsoft’s offer was more than generous given the historical performance of Yahoo. I have been a shareholder on and off since Yahoo’s inception. I purchased shares on the first day of the IPO because of my belief in the company and the quality of it’s services. The recent decision by Yahoo will have several effects. The share price will soon be back in the high teens. Layoffs will begin to carve away the talent that made Yahoo the company that it was. Finally, Microsoft or some other bargain hunter will end up acquiring the rotted carcass of Yahoo for a price far lower than the original offer. Thanks much Mr. Yang. Well, at least you will still be a billionare.

Nice play by the arbitrageurs. As a group buy a large stake. Demand a price you know MSFT won't meet in order to collapse the stock price. Increase stake for a minimal amount and gain control of the majority of the stock(all owning less than 15%). Go to MSFT and let them know that 33-35 would be just fine. Go to the Yahoo board and let them know you will field your own slate of directors that support a merger with MSFT if they don't agree to the lower price. All in a days work.

Nice play by the arbitrageurs. As a group buy a large stake. Demand a price you know MSFT won't meet in order to collapse the stock price. Increase stake for a minimal amount and gain control of the majority of the stock(all owning less than 15%). Go to MSFT and let them know that 33-35 would be just fine. Go to the Yahoo board and let them know you will field your own slate of directors that support a merger with MSFT if they don't agree to the lower price. All in a days work.

jerry get fired fr this stunt!!! if jerry is so confident about yahoo's future then he shuld buy my stocks at just $33 a share i'll sell them to this idiot!!!

Where's the line of shareholders waiting to sue Jerry. I want to get in quickly.

Shareholders should vote against all yahoo board of directors on next shareholder's meeting. force Jerry Yang out.

I thank , Yahoo have show that they are capable, for my point view , yahoo is now moving to trade up because they have give confidence to the share holders. watch out this week.

Yang is selfish and foolish. He has violated his fiduciary duty to me and all the other Yahoo shareholders. He should be fired, sued and humiliated. His conduct should be a case study in hubris at all the big B schools. His board should be sued and replaced. I hope their personal assets are at risk, and the company decision to indemnifiy them is in itself a breach of fiduciary duty to the shareholders as it allowed them to ignore market realities and reject a very generous offer. I expect the stock will fall to $20 and will never see $30 again.

It's surprising (?) that Ballmer dropped his bid. Microsoft will certainly survive ... a decent portal and search engine would have been a plus. It's hard to believe Microsoft cannot attract wizards to trump Yahoo and compete with Google. Why cannot Microsoft bribe the geniuses of Google to join their empire. For us peon internet users, Google isn't really all that astounding. A lot of hype, BS, marketing and a decent search engine. This cannot be duplicated for $40B? Hard to believe. Somebody's incompetent.

I'm up for a class action.

@ phill7450 - "Google isn't really all that astounding. A lot of hype, BS, marketing and a decent search engine. This cannot be duplicated for $40B? Hard to believe. Somebody's incompetent." ... Who could be that incompetent? MSFT? Ballmer? Both? Fact: they have not been able to do it, no matter how hard they have tried over and over. Aren't you scared as a MSFT shareholder? Maybe Jerry was right.

Microsoft can take or leave the Yahoo deal. It's all money. Yahoo has had troubles right along. Just wait a while and see what happens. Yahoo stockholders might change their minds. I think Microsoft would be better off developing smaller companies. That would use some of its underdeveloped talent. Microsoft should spend its money on fixing itself and not on glamour aquisition.

M$ has lots of competent people; enough to develop a search engine that is capable of challenging G. In fact, some studies show that M$ is better for some types of searches, and practically as good for everything else. However, that in and of itself doesn't matter. What these companies have missed is that G cannot be beaten merely by creating a "better" search engine. They need to create some desire in the current (and future) users to use something of their creation. They need to make it such that G is no longer desirable. No one has yet to do this. In the meantime, G doesn't have to be "better" - just good enough to retain their current userbase and attractive enough to gain new users. My general feeling is that M$ should refocus its efforts on XP, Vista, virtualization, wireless computing, cloud computing, and its other ventures that are either successful, or have the potential to be. To continue to engage in this dysfunction of trying to catch G puts their other successes at risk, in particular to a company like G that can make it attractive to use their offerings. As far as Y! is concerned, the same is true - outsource the search and use the freed up resources for things that it can and does excel at, such as developing fun, creative, and useful web applications. Things like social networking are historically a better technological and business avenue for Y!

HIDE AND WATCH !

Very glad that deal is over, MS doesn't need Yahoo with all their technology, why not create a service we can all use.

Search engine business has tremendou growth potential. I think Google may have played a role behind the curtain. Yhoo share would be around $40/- soon.

As a founder, Yang should have done like Gates and...let managers make deals...leave your feelings for philantropy. YHOO and MSFT combo could have been a winner...but it is never too late!