Microsoft-Yahoo Talking About 'Alternative' Deal

what now?

As everyone thought, Microsoft was bluffing. Who knows how this all will end, but Yahoo! should be up and Microsoft down Monday.

Well, every one, Ichan, Yang and all other Yahoo share holders agree on one thing, higher price for Yahoo stock! Well, this renewed talk would definitely do that Monday morning. Now, it remains to be seen what exactly (how much?) it means to the investers on Monday. My guess is that it would go north of $30 in the next couple of days. Let us see!

Microsoft needs Yahoo, if it has to compete with Google. Microsoft was and is still bluffing that it does not want to acquire Yahoo. How on Earth will give up Yahoo so easily when it has been trying to take over for last 2 years. Steve Balmer is just playing games! Microsoft is probably going to buy Yahoo for $33-$34.

I don' t believe the fact that MSFT did not know ICAHN was going to buy into YAHOO. I think it was collaborated effort... nevertheless... me being a small investor in Yahoo should help me realize a handsome return. I see Yahoo being sold at $35.5

Patience is a virtue.

I don't believe for a sec that their was not some indirect communication between Ichan and Microsoft. I also believe that Microsoft planned this all brilliantly... this is why they are the biggest tech company. Talk about a chess game. They made a move, yahoo countered by talking crap and it became obvious it was going to be a fight to the death... msft blew smoke, yahoo blew even more smoke. Like any good tacticians during the skirmishes you look for the strenghs and weaknesses of your opponate. Yahoo played their hands far too obviously, anyone could see especially at teh end that Yang and Filo were pulling the strings all along... still thinking they owned the company. Knowing that, Msft could never have made a deal to any satisfactory result... so they made an offer that was less than what Yang and Filo wanted but more than the original... then they walked and waited for teh sky to fall in on the two outsmarted Sanford guys. East coast and texas educations trumped those two. Then along come Icahn... how could no one have predicited that... its chapter one in how to make money in arbitrage mergers and acquistions. Msft only had to wait knowing their was no better deal out there and that sticking with Yang and Filo for the stockholders was a gamble and a long term bet... the stockholders are investors not gamblers, so it was natural Ichan became their man and here we are. Now to save face, Msft will allow Yang and Filo a graceful exit, starting with a limited deal and to be capped ulitmately in a full acquistion. The consequences for Yang and Filo (note I mention them as the BoD have proven to be their puppets) are they take the deal Microsoft will propose - probably somewhere north of 33 but not by much and certainly no gaurantee of price if stock swapps are involved - or they face the wrath of the stockholders and Ichan in July and a new BoD will make the deal. Brilliant, absolutely brilliant. You may not like Msft products but they are business men in the same vien as the robber barrons of old - got to love it.

I don't believe for a sec that their was not some indirect communication between Ichan and Microsoft. I also believe that Microsoft planned this all brilliantly... this is why they are the biggest tech company. Talk about a chess game. They made a move, yahoo countered by talking crap and it became obvious it was going to be a fight to the death... msft blew smoke, yahoo blew even more smoke. Like any good tacticians during the skirmishes you look for the strenghs and weaknesses of your opponate. Yahoo played their hands far too obviously, anyone could see especially at teh end that Yang and Filo were pulling the strings all along... still thinking they owned the company. Knowing that, Msft could never have made a deal to any satisfactory result... so they made an offer that was less than what Yang and Filo wanted but more than the original... then they walked and waited for teh sky to fall in on the two outsmarted Sanford guys. East coast and texas educations trumped those two. Then along come Icahn... how could no one have predicited that... its chapter one in how to make money in arbitrage mergers and acquistions. Msft only had to wait knowing their was no better deal out there and that sticking with Yang and Filo for the stockholders was a gamble and a long term bet... the stockholders are investors not gamblers, so it was natural Ichan became their man and here we are. Now to save face, Msft will allow Yang and Filo a graceful exit, starting with a limited deal and to be capped ulitmately in a full acquistion. The consequences for Yang and Filo (note I mention them as the BoD have proven to be their puppets) are they take the deal Microsoft will propose - probably somewhere north of 33 but not by much and certainly no gaurantee of price if stock swapps are involved - or they face the wrath of the stockholders and Ichan in July and a new BoD will make the deal. Brilliant, absolutely brilliant. You may not like Msft products but they are business men in the same vien as the robber barrons of old - got to love it.

Shi..........play game again.between Yhoo and Msft...Last week..i sold 1/3 my stocks Yhoo....but Monday, I will jump in again....and dancing with Yhoo .for..couple days..and let see...both smart guys will fighting together on battlefield.....We will go with the Trend and get $$$ no matter What..!!! good luck anybody.....

How is it that a founder takes a company public and still thinks he can ignore the people who paid for the company? Yang's ego trip has gone sour now that Ichan will be calling the shots. Carl's directors have my votes.

In an other news why Microsoft deserves to disappear: Microsoft has acknowledged that Windows Media Centers will block users from recording TV shows at the request of a broadcaster. "Microsoft has put the requirements of broadcasters above what consumers want," said Danny O'Brien, a staffer at the Electronic Frontier Foundation, an advocacy group for Internet users that is looking into Monday's block. "They've imposed restrictions way beyond what the law requires. Customers need to know who Microsoft is listening to and how that affects their equipment. Right now, the only way customers know what Microsoft has agreed to is when the technology they've bought suddenly stops working. Microsoft needs to come clean and tell its customers what deals it has made."

"You may not like Msft products but they are business men in the same vien as the robber barrons of old - got to love it." ... Boy and I stupidly believed that in a market economy products, the value they bring to customers is the fundamental force. Now you are telling me, that I was wrong all along and "robber barrons" are running the show and our life? So why are you so happy then?