Investor in the Wilderness - Latest Comments in Is Microsoft Yahoo Serious?

Re: Is Microsoft Yahoo Serious?

Zach Bass — Wed, 07 May 2008 01:18:45 -0000

There's rumor that Yang is willing to come back to the negotiating table if Microsoft has something "new to say." It's hard to imagine that Microsoft would come right back. They should make Yahoo sweat it out a bit. Even if a deal goes through, I don't see the advantage for Microsoft or Yahoo.

One thing is for sure, Jerry Yang is in deep with shareholders. Now that Yahoo shares are down 15%, they have no leverage to bargain. It's laughable that they even made the counter offer that squashed the deal in the first place. Yang has been hinting that they are taking to other companies. Perhaps Google?

Re: Is Microsoft Yahoo Serious?

trinicheme — Tue, 06 May 2008 23:38:31 -0000

I have been reading that some analysts believe that Jerry Yang will have to do something drastic to change the image of Yahoo especially since they lost so much when MSFT pulled out and to promise increased growth of 25% next year.

Do you see any one of these happening which would make the Yahoo stock rise again. I know Citigroup has upgraded their stock to hold from sell (or buy if you don't have any as it won't drop any more).

Re: Is Microsoft Yahoo Serious?

orkydea — Mon, 05 May 2008 10:34:24 -0000

I can only infer that Balmer likes food and drugs .. and not be interested vey much in any leap into coolness for that company he works for.
IMHO

Re: Is Microsoft Yahoo Serious?

Zach Bass — Mon, 05 May 2008 09:13:53 -0000

I've been giving some thought to whether Balmer is biding his time with Yahoo. But I still don't think this deal will happen because Jerry Yang would do anything to keep being bought by Microsoft. Their cultures are too different. It's hard to imagine a Yahoo engineer accepting the Microsoft way.

Re: Is Microsoft Yahoo Serious?

ininety — Mon, 05 May 2008 08:18:03 -0000

Re: Is Microsoft Yahoo Serious?

chemenimit — Mon, 05 May 2008 00:05:46 -0000

thanks

Re: Is Microsoft Yahoo Serious?

Zach Bass — Sun, 04 May 2008 23:53:15 -0000

I really don't know what to make of how the market will react to the news. I think most expected this to happen. If anything, Microsoft may rise a bit now that they won't be depleting their bank account. There's nothing in this story that would give me confidence to bet either way.

Re: Is Microsoft Yahoo Serious?

chemenimit — Sun, 04 May 2008 23:49:24 -0000

Do you think there's an upside play for MSFT tommorow? as well as a short play for yhoo...

Re: Is Microsoft Yahoo Serious?

Zach Bass — Sun, 04 May 2008 23:05:29 -0000

Some analysts will view it that way. I don't. I never thought a Microsoft/Yahoo merger was a threat to Google. A selloff here would not be Bullish. Testing support again, then advancing would be very bullish.

Re: Is Microsoft Yahoo Serious?

ininety — Sun, 04 May 2008 22:10:04 -0000

Do you think the collapse of the deal is good for Google? Do you see it breaking 600 next week? I wonder if the market will take a breather next week. I don't doubt the technicals, but I wonder if we're due for another profit-taking sell-off.